CATHOLIC UNIVERSITY OF AMERICA: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC UNIVERSITY OF AMERICA (EIN 53-0196583)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2021-03-12
- IRS object ID
- 202140749349300639
- Schema version
- 2019v5.0
- 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 K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-12T14:02:55-07:00 | ReturnTs |
| Tax Period End | 2020-04-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530196583 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHOLIC UNIVERSITY OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 2023195606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 Michigan Ave NE LEAHY HALL 162 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Specter | PersonNm |
| Person Title | VP for Finance and Treasurer | PersonTitleTxt |
| Phone | 2023195606 | PhoneNum |
| Signature | 2021-03-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT M SPECTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 MICHIGAN AVE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $914,098,098 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cua.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE CATHOLIC UNIVERSITY OF AMERICA IS THE NATIONAL UNIVERSITY OF THE CATHOLIC CHURCH IN THE UNITED STATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 4249 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | $2,259,946 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,580,566 | PYContributionsGrantsAmt |
| CY Contributions Grants | $77,808,680 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $279,300,817 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $281,913,463 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,855,820 | PYInvestmentIncomeAmt |
| CY Investment Income | $106,446,172 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,160,024 | PYOtherRevenueAmt |
| CY Other Revenue | $3,172,913 | CYOtherRevenueAmt |
| PY Total Revenue | $338,897,227 | PYTotalRevenueAmt |
| CY Total Revenue | $469,341,228 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $93,703,957 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $101,635,954 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $145,589,952 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $149,988,710 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $168,638 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $205,645 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,388,333 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $89,531,955 | PYOtherExpensesAmt |
| CY Other Expenses | $91,349,949 | CYOtherExpensesAmt |
| PY Total Expenses | $328,994,502 | PYTotalExpensesAmt |
| CY Total Expenses | $343,180,258 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,902,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $126,160,970 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $830,669,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $852,122,048 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $275,859,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275,429,130 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $554,809,804 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $576,692,918 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS THE NATIONAL UNIVERSITY OF THE CATHOLIC CHURCH IN THE UNITED STATES, FOUNDED AND SPONSORED BY THE BISHOPS OF THE COUNTRY WITH THE APPROVAL OF THE HOLY SEE, THE CATHOLIC UNIVERSITY OF AMERICA IS COMMITTED TO BEING A COMPREHENSIVE CATHOLIC AND AMERICAN INSTITUTION (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $97,448,161 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $221,835,070 | RevenueAmt |
| Desc | INSTRUCTION AND DEPARTMENTAL RESEARCH: THE CATHOLIC UNIVERSITY OF AMERICA IS AN INDEPENDENT CATHOLIC INSTITUTION OF HIGHER EDUCATION LOCATED IN WASHINGTON DC, OFFERING PROGRAMS OF STUDY LEADING TO BACHELORS', MASTERS', DOCTORATE, AND PROFESSIONAL DEGREES IN THE LIBERAL ARTS AND SCIENCES, RELIGIOUS STUDIES, AND SEVERAL PROFESSIONAL AREAS INCLUDING ENGINEERING, ARCHITECTURE, SOCIAL SERVICE, NURSING, MUSIC AND LAW. THE CURRENT ENROLLMENT OF THE UNIVERSITY IS APPROXIMATELY 5,771 OF WHICH 3,279 ARE UNDERGRADUATE AND 2,492 ARE GRADUATE STUDENTS (FALL 2019). THE UNIVERSITY OFFERS 49 DOCTORAL PROGRAMS, 88 MASTERS PROGRAMS AND 74 BACHELORS PROGRAMS. THE FACULTY CONSISTS OF 377 FULL-TIME AND 416 PART-TIME MEMBERS. OF THE FULL-TIME FACULTY 83.8% HOLD DOCTORAL OR PROFESSIONAL DEGREES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $101,635,954 | ExpenseAmt |
| Grant | $101,635,954 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIP PROGRAMS: FINANCIAL AID TO STUDENTS INCLUDES SCHOLARSHIPS, REMITTED TUITION AND STIPENDS FOR BOTH UNDERGRADUATE AND GRADUATE STUDY. 6,622 SCHOLARSHIPS WERE AWARDED DURING FISCAL YEAR 2020. GRANTS: THE UNIVERSITY MAKES OCCASIONAL CHARITABLE CONTRIBUTIONS TO PUBLIC CHARITIES. DURING FISCAL YEAR 2020 THE UNIVERSITY ALSO AWARDED APPROXIMATELY 620 EMERGENCY AID GRANTS TO STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $71,284,536 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $29,150,080 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES - SPONSORED RESEARCH: THE UNIVERSITY RECEIVED 393 SPONSORED RESEARCH AWARDS SPANNING ALL DISCIPLINES. LIBRARY PROGRAMS: THERE ARE OVER 1.6 MILLION VOLUMES IN THE GENERAL LIBRARY SYSTEM AND IN THE LAW LIBRARY. THE CATHOLIC UNIVERSITY OF AMERICA PRESS PUBLISHES ABOUT 35-40 BOOKS EACH YEAR IN THEOLOGY, PHILOSOPHY, LITERATURE, HISTORY AND POLITICAL THEORY. STUDENT SERVICES PROGRAM: A NUMBER OF OFFICES EXIST TO PROVIDE SERVICES TO STUDENTS, BOTH FOR ACADEMIC AND PERSONAL NEEDS. THESE OFFICES INCLUDE, AMONG OTHERS, THE ADMINISTRATION OFFICE, ENROLLMENT SERVICES, CAREER SERVICES, STUDENT ACTIVITIES, AND CAMPUS MINISTRY. INTERNATIONAL STUDY IS AVAILABLE IN AFRICA, ASIA, AUSTRALIA, CENTRAL AND SOUTH AMERICA, AND EUROPE. CAMPUS MINISTRY PROVIDES MANY OPPORTUNITIES FOR COMMUNITY SERVICE IN THE WASHINGTON D.C. AREA AND IN OTHER PARTS OF THE UNITED STATES AND ABROAD. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,867,398 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $29,770,142 | RevenueAmt |
| Desc | AUXILIARY SERVICES: UNIVERSITY DORMITORIES CONSIST OF 17 RESIDENCE HALLS WHICH PROVIDE LIVING QUARTERS FOR 1,881 STUDENTS. OCCUPANCY RATE AS OF FALL 2019 WAS 94.8%. THE UNIVERSITY ALSO PROVIDES RECREATIONAL FACILITIES, DINING SERVICES, PARKING, AND OTHER SELF-SUPPORTING FACULTY, STAFF AND STUDENT SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $31,867,398 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $29,770,142 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $302,236,049 | 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 | Yes (1) | 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 | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8259 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4249 | 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 | IT | 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 | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT M SPECTER | PersonNm |
| Phone | 2023195606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 Michigan Ave NE | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20064 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN H GARVEY | |||||||||
| PRESIDENT | 40 | 2 | Yes (X) | Yes (X) | $680,758 | $0 | $40,257 | ||
| SCOTT P REMBOLD | |||||||||
| VP INSTITUTIONAL ADVANCEMENT | 40 | 0 | $420,509 | $0 | $43,124 | Yes (X) | |||
| D AARON DOMINGUEZ | |||||||||
| DEAN SCHOOL OF ARTS & SCIENCES/PROVOST | 40 | 0 | Yes (X) | $405,460 | $0 | $43,313 | |||
| ROBERT M SPECTER | |||||||||
| VP FOR FINANCE/TREASURER | 40 | 2 | Yes (X) | $405,774 | $0 | $39,553 | |||
| ANDREW V ABELA | |||||||||
| PROVOST THROUGH JUNE 2019 | 40 | 2 | $401,733 | $0 | $43,178 | Yes (X) | |||
| IAN L PEGG | |||||||||
| PROFESSOR OF PHYSICS | 40 | 0 | $407,282 | $0 | $35,128 | Yes (X) | |||
| LAWRENCE J MORRIS | |||||||||
| CHIEF OF STAFF, BOARD SECRETARY | 40 | 1 | Yes (X) | $317,472 | $0 | $30,364 | |||
| CHRISTOPHER P LYDON | |||||||||
| VP FOR ENROLLMENT MGT & MKTG | 40 | 1.00 | $286,356 | $0 | $39,974 | Yes (X) | |||
| ANDREA TRISCIUZZI | |||||||||
| ASSOCIATE VP FOR STRATEGIC INITIATIVES | 40 | 0 | $250,308 | $0 | $40,333 | Yes (X) | |||
| NANCY O'CONNOR | |||||||||
| GENERAL COUNSEL | 40 | 0 | $262,104 | $0 | $26,769 | Yes (X) | |||
| REGINA JEFFERSON | |||||||||
| DEAN AND PROFESSOR OF LAW | 40 | 0 | $258,936 | $0 | $26,896 | Yes (X) | |||
| BRANDON VAIDYANATHAN | |||||||||
| CHAIR AND PROFESSOR DEPT OF SOCIOLOGY | 40 | 0 | $232,348 | $0 | $37,906 | Yes (X) | |||
| MICHAEL S ALLEN | |||||||||
| VP OF STUDENT AFFAIRS THROUGH JUNE 2019 | 40 | 0 | $171,640 | $0 | $25,618 | Yes (X) | |||
| DAVID WALSH | |||||||||
| DEAN SCHOOL OF ARTS& SCIENCES - JUL 2020 | 40 | 0 | $169,939 | $0 | $17,894 | Yes (X) | |||
| ARCHBISHOP SAMUEL J AQUILA | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD D BANZIGER | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| BISHOP JOHN O BARRES | |||||||||
| TRUSTEE EFF. JUNE 2019 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE C BLANFORD | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| LEE ANN JOINER BRADY | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| BISHOP MICHAEL F BURBIDGE | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH L CARLINI | |||||||||
| TRUSTEE, CHAIRMAN OF THE BOARD | 2 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E CONWAY | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CARDINAL BLASE J CUPICH | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CARDINAL DANIEL N DINARDO | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CARDINAL TIMOTHY M DOLAN | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| SISTER JANET EISNER SND | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JAY M FERRIERO | |||||||||
| TRUSTEE EFF. JUNE 2019 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| BISHOP DANIEL E FLORES | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ARCHBISHOP JOSE H GOMEZ | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ARCHBISHOP WILTON D GREGORY | |||||||||
| TRUSTEE/CHANCELLOR | 2 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRANK J HANNA III | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN J KANEB | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ARCHBISHOP JOSEPH E KURTZ | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CAROL MATHEWS LASCARIS | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD A LEO | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ARCHBISHOP WILLIAM E LORI | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| SISTER DONNA MARKHAM | |||||||||
| TRUSTEE EFF. MARCH 2020 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM P MCINEREY | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J PAUL MCNAMARA | |||||||||
| TRUSTEE EFF. MARCH 2020 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| GERARD E MITCHELL | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J MILLETTE | |||||||||
| TRUSTEE THROUGH JUNE 2019 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY R MORELAND | |||||||||
| TRUSTEE THROUGH JUNE 2020 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ANNE E O'DONNELL MD | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CARDINAL SEAN P O'MALLEY OFM CAP | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| E JEFFREY ROSSI ESQ | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MONSIGNOR WALTER R ROSSI | |||||||||
| TRUSTEE THROUGH JUNE 2020 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CATHARINE MURRAY RYAN | |||||||||
| TRUSTEE THROUGH JUNE 2020 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ANTONIO ENRIQUE SEGURA | |||||||||
| TRUSTEE, VICE CHAIRMAN OF THE BOARD | 2 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VINCENT N SICA | |||||||||
| TRUSTEE EFF. MARCH 2020 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| VICTOR P SMITH ESQ | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CARDINAL JOSEPH TOBIN | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MONSIGNOR PETER J VAGHI | |||||||||
| TRUSTEE | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER M VENO | |||||||||
| TRUSTEE EFF. JUNE 2019 | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,670,619 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $490,307 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 257 | 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 |
|---|---|---|---|---|---|
| WHITING TURNER CONTRACTING | |||||
| 300 EAST JOPPA RD | BALTIMORE | MD | 21286 | CONSTRUCTION | $28,225,224 |
| ARAMARK SERVICES INC | |||||
| 2400 MARKET STREET | PHILADELPHIA | PA | 19103 | FOOD SERVICES | $13,594,308 |
| KBE BUILDING CORP | |||||
| 76 BATTERSON PARK ROAD | FARMINGTON | CT | 06032 | CONSTRUCTION | $2,728,805 |
| PATNER CONSTRUCTION | |||||
| 2710 PROSPERITY AVE STE 120 | FAIRFAX | VA | 22031 | CONSTRUCTION | $2,436,104 |
| MCN BUILD INC | |||||
| 1214 28TH ST NW | WASHINGTON | DC | 20007 | CONSTRUCTION | $1,693,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 113 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,415 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $17,395 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $77,789,870 | AllOtherContributionsAmt |
| Noncash Contributions | $3,529,005 | NoncashContributionsAmt |
| Total Contributions | $77,808,680 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION AND FEES | 611600 | $221,835,070 | $221,835,070 | $0 | $0 |
| FEDERAL AND PRIVATE GRANTS | 541700 | $28,541,079 | $28,541,079 | $0 | $0 |
| HOUSING | 721310 | $17,403,311 | $17,403,311 | $0 | $0 |
| FOOD SERVICE | 722210 | $11,223,277 | $11,223,277 | $0 | $0 |
| BOOKSTORE | 451211 | $320,104 | $320,104 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,590,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $609,001 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,981,621 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $281,913,463 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,694,267 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $278,325 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,415,942 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,453,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,453,118 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $290,455 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $290,455 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,645,897 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,645,897 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,645,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,645,897 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $544,788,053 | SecuritiesAmt |
| Other | $10,342 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $444,494,104 | SecuritiesAmt |
| Other | $5,504 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,293,949 | SecuritiesAmt |
| Other | $4,838 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,298,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100,298,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,392 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,395 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,742 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,650 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,650 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,075,970 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $252,520 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $823,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $823,450 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| NON ACADEMIC REGISTRATION FEE | 900099 | $60,367 | $0 | $0 | $60,367 |
| INTEREST INCOME STUDENTS | 900099 | $346,094 | $0 | $0 | $346,094 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $406,461 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $469,341,228 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $280,755,292 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,259,946 | UnrelatedBusinessRevenueAmt |
| Exclusion | $108,517,310 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,209 | TotalAmt |
| Program Services | $37,209 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,571,558 | TotalAmt |
| Program Services | $101,571,558 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,187 | TotalAmt |
| Program Services | $27,187 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,582,006 | TotalAmt |
| Program Services | $1,001,958 | ProgramServicesAmt |
| Management And General | $2,014,288 | ManagementAndGeneralAmt |
| Fundraising | $565,760 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,953,016 | TotalAmt |
| Program Services | $106,742,469 | ProgramServicesAmt |
| Management And General | $6,668,186 | ManagementAndGeneralAmt |
| Fundraising | $5,542,361 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,231,947 | TotalAmt |
| Program Services | $6,738,957 | ProgramServicesAmt |
| Management And General | $1,096,869 | ManagementAndGeneralAmt |
| Fundraising | $396,121 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,230,547 | TotalAmt |
| Program Services | $9,839,123 | ProgramServicesAmt |
| Management And General | $1,068,259 | ManagementAndGeneralAmt |
| Fundraising | $323,165 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,991,194 | TotalAmt |
| Program Services | $6,503,407 | ProgramServicesAmt |
| Management And General | $1,119,545 | ManagementAndGeneralAmt |
| Fundraising | $368,242 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $707,810 | TotalAmt |
| Program Services | $286,800 | ProgramServicesAmt |
| Management And General | $421,010 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,186 | TotalAmt |
| Management And General | $1,243,186 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,645 | TotalAmt |
| Fundraising | $205,645 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,308,790 | TotalAmt |
| Management And General | $1,308,790 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,820,951 | TotalAmt |
| Program Services | $18,311,306 | ProgramServicesAmt |
| Management And General | $2,711,520 | ManagementAndGeneralAmt |
| Fundraising | $798,125 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,795,581 | TotalAmt |
| Program Services | $1,755,012 | ProgramServicesAmt |
| Management And General | $23,209 | ManagementAndGeneralAmt |
| Fundraising | $17,360 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,393,655 | TotalAmt |
| Program Services | $6,804,140 | ProgramServicesAmt |
| Management And General | $582,474 | ManagementAndGeneralAmt |
| Fundraising | $1,007,041 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,252,633 | TotalAmt |
| Program Services | $694,499 | ProgramServicesAmt |
| Management And General | $502,463 | ManagementAndGeneralAmt |
| Fundraising | $55,671 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,226 | TotalAmt |
| Program Services | $453,071 | ProgramServicesAmt |
| Management And General | $245,052 | ManagementAndGeneralAmt |
| Fundraising | $18,103 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,459,014 | TotalAmt |
| Program Services | $12,966,628 | ProgramServicesAmt |
| Management And General | $3,281,250 | ManagementAndGeneralAmt |
| Fundraising | $211,136 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,437,078 | TotalAmt |
| Program Services | $3,083,536 | ProgramServicesAmt |
| Management And General | $148,568 | ManagementAndGeneralAmt |
| Fundraising | $204,974 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,773 | TotalAmt |
| Program Services | $549,589 | ProgramServicesAmt |
| Management And General | $80,448 | ManagementAndGeneralAmt |
| Fundraising | $16,736 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,282,184 | TotalAmt |
| Program Services | $1,031,295 | ProgramServicesAmt |
| Management And General | $4,250,889 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,773,600 | TotalAmt |
| Program Services | $15,557,229 | ProgramServicesAmt |
| Management And General | $1,216,371 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,693 | TotalAmt |
| Program Services | $339 | ProgramServicesAmt |
| Management And General | $1,384,354 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ENTERTAINMENT/CATERING/GUEST MEALS | $3,774,030 | $2,968,400 | $188,482 | $617,148 |
| PERIODICALS AND PUBLICATIONS | $1,823,098 | $1,822,768 | $330 | $0 |
| HONORARIA/EDITORIAL/FREELANCE SERVICES | $1,552,064 | $1,539,819 | $12,345 | -$100 |
| DOUBTFUL ACCOUNT EXPENSES | $680,392 | $1,281 | $679,111 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,298,191 | TotalAmt |
| Program Services | $1,948,469 | ProgramServicesAmt |
| Management And General | $308,877 | ManagementAndGeneralAmt |
| Fundraising | $40,845 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,180,258 | TotalAmt |
| Program Services | $302,236,049 | ProgramServicesAmt |
| Management And General | $30,555,876 | ManagementAndGeneralAmt |
| Fundraising | $10,388,333 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,817,625 | BOYAmt |
| EOY | $88,859,970 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,273,761 | BOYAmt |
| EOY | $70,834,037 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,868,791 | BOYAmt |
| EOY | $6,888,460 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,715,797 | BOYAmt |
| EOY | $5,662,500 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,964 | BOYAmt |
| EOY | $619,002 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,800,696 | BOYAmt |
| EOY | $5,400,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $557,428,181 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $271,770,415 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,754,239 | BOYAmt |
| EOY | $285,657,766 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,489,205 | BOYAmt |
| EOY | $187,721,891 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,560,604 | BOYAmt |
| EOY | $182,915,462 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,803,447 | BOYAmt |
| EOY | $17,562,621 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,669,129 | BOYAmt |
| EOY | $852,122,048 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,018,958 | BOYAmt |
| EOY | $34,934,605 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,321,697 | BOYAmt |
| EOY | $8,435,836 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,346,813 | BOYAmt |
| EOY | $199,825,883 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,171,857 | BOYAmt |
| EOY | $32,232,806 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,859,325 | BOYAmt |
| EOY | $275,429,130 | 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 | $298,656,690 | BOYAmt |
| EOY | $283,141,574 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,153,114 | BOYAmt |
| EOY | $293,551,344 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,809,804 | BOYAmt |
| EOY | $576,692,918 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,669,129 | BOYAmt |
| EOY | $852,122,048 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $126,160,970 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$104,277,856 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,492,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,005,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,741,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,580,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,808,680 | CurrentTaxYearAmt |
| Total | $235,628,023 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,492,311 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,005,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,741,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,580,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,808,680 | CurrentTaxYearAmt |
| Total | $235,628,023 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,179,085 | SubstantialContributorsTotAmt |
| Public Support Total170 | $216,448,938 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,383,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,114,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,013,469 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,047,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,805,412 | CurrentTaxYearAmt |
| Total | $26,365,222 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,557,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,608,809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,797,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,659,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $423,856 | CurrentTaxYearAmt |
| Total | $7,046,687 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $269,039,932 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,381,621,550 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80452 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME TOTAL OF 8,122,657 IS COMPRISED OF THE FOLLOWING: NONACADEMIC REGISTRATION FEES 234,556; INTEREST INCOME 2,405,384; GROSS INCOME FROM FUNDRAISING 152,125; GROSS SALES OF INVENTORY 4,254,622. | ExplanationTxt |
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
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $269,855,433 | BeginningYearBalanceAmt |
| Contributions | $6,954,955 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,346,857 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,673,749 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,518,968 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $263,270,814 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $249,832,433 | BeginningYearBalanceAmt |
| Contributions | $11,229,000 | ContributionsAmt |
| Investment Earnings Or Losses | $17,958,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,758,123 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,405,877 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $269,855,433 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $213,881,272 | BeginningYearBalanceAmt |
| Contributions | $26,934,548 | ContributionsAmt |
| Investment Earnings Or Losses | $18,584,526 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,907,660 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,660,253 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $249,832,433 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $206,792,676 | BeginningYearBalanceAmt |
| Contributions | $4,271,295 | ContributionsAmt |
| Investment Earnings Or Losses | $13,990,986 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,799,128 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,374,557 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $213,881,272 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $219,809,905 | BeginningYearBalanceAmt |
| Contributions | $1,990,533 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,313,413 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,678,878 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,911,895 | OtherExpendituresAmt |
| Administrative Expenses | $103,576 | AdministrativeExpensesAmt |
| End Year Balance | $206,792,676 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.343 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.4797 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.1773 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $23,525,227 | OtherCostOrOtherBasisAmt |
| Book Value | $23,525,227 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $372,021,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $187,401,103 | DepreciationAmt |
| Book Value | $184,620,828 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,714,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,803,887 | DepreciationAmt |
| Book Value | $2,910,283 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $56,458,158 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,419,040 | DepreciationAmt |
| Book Value | $13,039,118 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $99,708,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,146,385 | DepreciationAmt |
| Book Value | $61,562,310 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $285,657,766 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OTHER LEVEL 2 & 3 INVESTMENTS | $103,504,056 | F |
| REAL ESTATE | $36,769,600 | F |
| LIMITED PARTNERSHIP & PRIVATE EQUITY | $38,826,210 | F |
| VENTURE CAPITAL | $3,815,596 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $182,915,462 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET RETIREMENT OBLIGATIONS | $10,221,725 |
| REFUNDABLE ADVANCES FROM THE US GOV | $5,222,755 |
| SPLIT-INTEREST AGREEMENTS | $1,711,970 |
| AGENCY LIABILTY | $123,530 |
| RIGHT OF USE LEASED ASSET OBLIGATION | $14,952,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $32,232,806 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $262,326,599 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$104,277,856 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $257,262 | OtherRevenueAmt |
| Revenue Not Reported | -$104,020,594 | RevenueNotReportedAmt |
| Revenue Subtotal | $366,347,193 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,308,790 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $101,685,245 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $102,994,035 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $469,341,228 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $240,443,485 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $257,262 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $257,262 | ExpensesNotReportedAmt |
| Expenses Subtotal | $240,186,223 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,308,790 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $101,685,245 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $102,994,035 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $343,180,258 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1 | THE UNIVERSITY MAINTAINS A COLLECTION HELD FOR PUBLIC EXHIBITION, EDUCATION AND RESEARCH IN FURTHERANCE OF THE UNIVERSITY'S EDUCATIONAL AND PUBLIC SERVICE MISSION. THESE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS NET ASSETS WITH DONOR RESTRCTIONS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CATEGORY. THERE WERE NO DEACCESSIONS DURING THE YEARS ENDED APRIL 30, 2020 AND 2019. |
| Schedule D, Part III, Line 4 | THE UNIVERSITY ARCHIVES MANAGES A LARGE MUSEUM COLLECTION, WHICH CONTAINS A RANGE OF ART, HISTORICAL PIECES AND OTHER SUCH ITEMS, CERTAIN PIECES, ALONG WITH RELEVANT COLLECTIONS OF FIELD NOTES FROM THE ARCHIVES, HAVE BEEN USED BY THE ANTHROPOLOGY DEPARTMENT TO SUPPLEMENT CLASS DISCUSSIONS. OUR FINE ARTS PIECES CONSIST OF PAINTINGS, ANTIQUE FURNITURE, ASIAN ARTS, AND SCULPTURES. STUDENTS FROM THE MEDIA STUDIES DEPARTMENT AND THE SCHOOL OF LIBRARY AND INFORMATION SCIENCES ROUTINELY VIEW OUR FINE ART COLLECTION TO GAIN FIRST HAND EXPERIENCE OF HOW FINE ART IS PRESERVED, MANAGED, AND USED. IN ADDITION TO BEING GIVEN REGULAR TOURS AND PRESENTATIONS ON OUR MUSEUM COLLECTIONS, STUDENTS ENCOUNTER PIECES FROM THE COLLECTION ON A DAILY BASIS BECAUSE THE BEST ITEMS ARE HUNG IN CLASSROOMS, OFFICES, AND IN PROMINENT HALLWAYS AND MEETING SPACES AROUND CAMPUS. IN ADDITION TO BOOKS AND MANUSCRIPTS, THE OLIVEIRA LIMA LIBRARY HAS EXTENSIVE HOLDINGS OF ART WORKS OF SIGNIFICANT VALUE FOR STUDY OF BRAZILIAN, PORTUGUESE, SPANISH AND LATIN AMERICAN HISTORY, ART HISTORY AND CULTURE FROM THE 16TH TO THE 20TH CENTURY. THE LIBRARY'S ART HAS BEEN LOANED FOR EXHIBITION IN THE U.S., PORTUGAL, AND BRAZIL AND ARE IN FREQUENT DEMAND FOR REPRODUCTION IN SCHOLARLY PUBLICATIONS. IN CONJUNCTION WITH THE EXTERNAL EXHIBITIONS AND LOANS IN WHICH THE LIBRARY PARTICIPATES, SIGNIFICANT PRESERVATION TREATMENT OF THE LOANED OBJECTS ARE FREQUENTLY OBTAINED AS A CONDITION OF THE LOAN AT THE BORROWER'S EXPENSE. |
| Schedule D, Part V, Line 4 | THE UNIVERSITY'S ENDOWMENT FUNDS ARE USED TO FUND SCHOLARSHIPS, FACULTY POSITIONS, LIBRARY SUPPORT AND OTHER EXPENSES THAT ARE IN ACCORDANCE WITH THE DONOR'S REQUESTS AND THE UNIVERSITY'S MISSION AS A COMPREHENSIVE CATHOLIC AND AMERICAN INSTITUTION OF HIGHER LEARNING. |
| Schedule D, Part X, Line 2 | THE UNIVERSITY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE UNIVERSITY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part XI, Line 2d | COST OF GOODS SOLD $252,520 + FUNDRAISING EVENT EXPENSES $4,742. |
| Schedule D, Part XI, Line 4b | GRANTS AND ASSISTANCE TO INDIVIDUALS $101,571,558 + UNITRUST PAYMENTS $59,346 + STUDENT LOAN FEES $6,152 +LOAN WRITE OFFS $1,400 + LOSS ON DISPOSAL OF EQUIPMENT $43,859 + ENDOWMENT STATE TAX EXPENSE $2,930. |
| Schedule D, Part XII, Line 2d | COST OF GOODS SOLD $252,520 + FUNDRAISING EVENT EXPENSES $4,742. |
| Schedule D, Part XII, Line 4b | GRANTS AND ASSISTANCE TO INDIVIDUALS $101,571,558 + UNITRUST PAYMENTS $59,346 + STUDENT LOAN FEES $6,152 +LOAN WRITE OFFS $1,400 + LOSS ON DISPOSAL OF EQUIPMENT $43,859 + ENDOWMENT STATE TAX EXPENSE $2,930. |
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 UNIVERSITY INCLUDES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE ADMISSIONS VIEW-BOOK, STUDENT APPLICATION, THE INFORMATION PACKET PROVIDED TO STUDENTS AFTER ADMISSION, AND IN THE FINANCIAL AID GUIDE. |
| Schedule E, Part I, Line 6 | THE UNIVERSITY RECEIVES FEDERAL FINANCIAL AID FOR STUDENTS THROUGH ITS PARTICIPATION IN THE FOLLOWING PROGRAMS: FEDERAL WORK STUDY, PELL GRANTS, ACADEMIC COMPETITIVENESS GRANTS, PERKINS LOAN PROGRAM, FEDERAL DIRECT LENDING AND FEDERAL SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS (SEOG). |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | 1 | 27 | Program Services | GLOBAL EDUCATION | $3,258,386 |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $269,554 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Fundraising | $18,138 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | GLOBAL EDUCATION | $55,425 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | $27,187 | |
| Central America and the Caribbean | 0 | 0 | Program Services | GLOBAL EDUCATION | $6,823 |
| South America | 0 | 0 | Program Services | GLOBAL EDUCATION | $9,493 |
| East Asia and the Pacific | 0 | 0 | Program Services | GLOBAL EDUCATION | $9,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Spent | $3,654,456 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Purpose Of Grant | LAW CLINIC | PurposeOfGrantTxt |
| Cash Grant | $16,616 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 | IN LIMITED CIRCUMSTANCES, THE UNIVERSITY MAKES CHARITABLE CONTRIBUTIONS TO OTHER ORGANIZATIONS TO ADVANCE A SPECIFIC GOAL THAT IS INTEGRAL TO THE UNIVERSITY'S EDUCATIONAL MISSION. THE UNIVERSITY RECEIVES DETAILED REPORTS REFLECTING THE USE OF THESE FUNDS. |
| Schedule F, Part I, Line 3 | ALL EXPENDITURES REPORTED IN PART I, LINE 3, COLUMN (F) ARE BASED ON THE METHOD USED TO ACCOUNT FOR THEM ON THE UNIVERSITY'S FINANCIAL STATEMENTS WHICH IS ACCRUAL. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PARKWAY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION PROGRAM | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $155,662 | GrossReceiptsAmt |
| Retained By Contractor | $205,645 | RetainedByContractorAmt |
| Net To Organization | -$49,983 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $155,662 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $205,645 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$49,983 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPIL AUCTION | Event1Nm |
| Gross Receipts Event1 | $28,787 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,395 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,392 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,202 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $540 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $28,787 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,395 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,392 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,202 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $540 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,742 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,650 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b(v) | FormAndLineReferenceDesc |
| Explanation | RUFFALO NOEL LEVITZ - THE UNIVERSITY PAYS BOTH FEES AND EXPENSES TO THIS SERVICE PROVIDER. THE FEES ARE PAID ON A RATE PER HOUR BASIS, WITH DETAIL PROVIDED ON THE TASKS PERFORMED. THE SERVICE PROVIDER PROVIDES A BASIC DESCRIPTION OF ANY OUT-OF-POCKET EXPENSES BILLED. TOTAL FEES: $204,761 EXPENSE REIMBURSEMENTS: $884. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DOMINICAN HOUSE OF STUDIES | ||||||||
| 487 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | 536016922 | 501(c)(3) | $11,000 | $0 | FENCE CONSTRUCTION |
| SPIRITFIRE | ||||||||
| 2308 MT VERNON AVE | ALEXANDRIA | VA | 22301 | 541893482 | $10,000 | $0 | SPONSORSHIP OF GLOBAL CONFERENCE ON ABUSE AND FAITH | |
| BROTHERS OF CHARITY | ||||||||
| 1359 MONROE ST NE | WASHINGTON | DC | 20017 | 231933724 | 501(C)(3) | $7,550 | $0 | SPONSORSHIP OF CHRISTMAS CONCERT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| UNIVERSITY-SPONSORED SCHOLARSHIPS | 4483 | $81,606,675 | $0 |
| UNIVERSITY-SPONSORED NEED BASED GRANTS | 1035 | $10,413,627 | $0 |
| DONOR-SPONSORED SCHOLARSHIPS | 483 | $6,142,008 | $0 |
| FEDERAL AND STATE GRANTS | 527 | $2,562,408 | $0 |
| CARES ACT EMERGENCY GRANTS | 456 | $768,740 | $0 |
| EMERGENCY AID GRANTS | 165 | $78,100 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | ALL SCHOLARSHIPS ARE OFFERED BASED ON MANUAL AND/OR ELECTRONIC VERIFICATION OF ELIGIBILITY CRITERIA. THE SYSTEM DISBURSEMENT OF THE SCHOLARSHIPS TO THE STUDENT'S ACCOUNTS OCCURS ONLY AFTER GLOBAL AND ITEM SPECIFIC DISBURSEMENT ELIGIBILITY RULES ARE MET. UPON DISBURSEMENT, PAYMENT ALLOCATION RULES IN THE SYSTEM ALLOCATE THE SCHOLARSHIPS TO APPROPRIATE PREDEFINED CHARGES. AFTERWARDS DISBURSEMENT AUDITS ARE COMPLETED AT VARIOUS TIME INTERVALS TO DETERMINE CONTINUED ELIGIBILITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H GARVEY | ||||||||||||||
| PRESIDENT | $561,760 | $0 | $105,000 | $0 | $13,998 | $0 | $28,000 | $0 | $12,257 | $0 | $721,015 | $0 | $0 | $0 |
| SCOTT P REMBOLD | ||||||||||||||
| VP INSTITUTIONAL ADVANCEMENT | $366,253 | $0 | $46,156 | $0 | $8,100 | $0 | $28,000 | $0 | $15,124 | $0 | $463,633 | $0 | $0 | $0 |
| D AARON DOMINGUEZ | ||||||||||||||
| DEAN SCHOOL OF ARTS & SCIENCES/PROVOST | $387,706 | $0 | $9,311 | $0 | $8,443 | $0 | $28,000 | $0 | $15,313 | $0 | $448,773 | $0 | $0 | $0 |
| ROBERT M SPECTER | ||||||||||||||
| VP FOR FINANCE/TREASURER | $387,117 | $0 | $12,000 | $0 | $6,657 | $0 | $28,000 | $0 | $11,553 | $0 | $445,327 | $0 | $0 | $0 |
| ANDREW V ABELA | ||||||||||||||
| PROVOST THROUGH JUNE 2019 | $388,807 | $0 | $12,000 | $0 | $926 | $0 | $28,000 | $0 | $15,178 | $0 | $444,911 | $0 | $0 | $0 |
| IAN L PEGG | ||||||||||||||
| PROFESSOR OF PHYSICS | $402,374 | $0 | $2,088 | $0 | $2,820 | $0 | $28,000 | $0 | $7,128 | $0 | $442,410 | $0 | $0 | $0 |
| LAWRENCE J MORRIS | ||||||||||||||
| CHIEF OF STAFF, BOARD SECRETARY | $306,436 | $0 | $9,000 | $0 | $2,035 | $0 | $28,000 | $0 | $2,364 | $0 | $347,835 | $0 | $0 | $0 |
| CHRISTOPHER P LYDON | ||||||||||||||
| VP FOR ENROLLMENT MGT & MKTG | $277,941 | $0 | $0 | $0 | $8,415 | $0 | $28,000 | $0 | $11,974 | $0 | $326,330 | $0 | $0 | $0 |
| ANDREA TRISCIUZZI | ||||||||||||||
| ASSOCIATE VP FOR STRATEGIC INITIATIVES | $242,731 | $0 | $6,493 | $0 | $1,084 | $0 | $26,000 | $0 | $14,333 | $0 | $290,641 | $0 | $0 | $0 |
| NANCY O'CONNOR | ||||||||||||||
| GENERAL COUNSEL | $251,480 | $0 | $7,500 | $0 | $3,124 | $0 | $20,583 | $0 | $6,186 | $0 | $288,873 | $0 | $0 | $0 |
| REGINA JEFFERSON | ||||||||||||||
| DEAN AND PROFESSOR OF LAW | $248,361 | $0 | $8,595 | $0 | $1,980 | $0 | $24,836 | $0 | $2,060 | $0 | $285,832 | $0 | $0 | $0 |
| BRANDON VAIDYANATHAN | ||||||||||||||
| CHAIR AND PROFESSOR DEPT OF SOCIOLOGY | $227,571 | $0 | $4,584 | $0 | $192 | $0 | $23,738 | $0 | $14,168 | $0 | $270,253 | $0 | $0 | $0 |
| MICHAEL S ALLEN | ||||||||||||||
| VP OF STUDENT AFFAIRS | $161,346 | $0 | $10,000 | $0 | $294 | $0 | $16,620 | $0 | $8,998 | $0 | $197,258 | $0 | $0 | $0 |
| DAVID WALSH | ||||||||||||||
| DEAN SCHOOL OF ARTS & SCIENCES THROUGH JULY 2020 | $165,026 | $0 | $3,153 | $0 | $1,760 | $0 | $16,503 | $0 | $1,391 | $0 | $187,833 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | TRAVEL AT ONE CLASS ABOVE COACH CLASS IS OCCASIONALLY USED, PRIMARILY FOR INTERNATIONAL TRAVEL, AND THE CLASS IS USUALLY BUSINESS CLASS. BUSINESS/FIRST CLASS AIR TRAVEL WAS PROVIDED TO THE PRESIDENT FOR CERTAIN INTERNATIONAL TRAVEL. THE UNIVERSITY PROVIDED A HOUSE FOR THE PRESIDENT WHICH IS A NONTAXABLE WORKING CONDITION FRINGE BENEFIT SINCE HIS CONTRACT REQUIRES HIM TO RESIDE IN THE HOUSE ON THE UNIVERSITY CAMPUS. TAX INDEMNIFICATION OR GROSS-UP PAYMENTS ARE ONLY MADE FOR OCCASIONAL BONUS PAYMENTS AND REQUIRE APPROVAL BY THE PRESIDENT. THESE PAYMENTS ARE MADE IN ACCORDANCE WITH GENERAL UNIVERSITY COMPENSATION POLICIES. THE UNIVERSITY PAID CERTAIN SOCIAL CLUBS DUES AND INITIATION FEES FOR ONE OF ITS KEY EMPLOYEES. THIS BENEFIT WAS REPORTED AS TAXABLE COMPENSATION TO THE KEY EMPLOYEE. |
| Schedule J, Part I, Line 7 | NON-FIXED PAYMENTS WERE MADE TO THE PRESIDENT AND VP OF INSTITUTIONAL ADVANCEMENT. THESE BONUS PAYMENTS WERE BASED ON SATISFACTION OF PERFORMANCE TARGETS. ANNUALY, A COMPENSATION COMMITTEE COMPRISED OF UNIVERSITY TRUSTEES RESEARCHES COMPARABLE INSTITUTIONS' PRESIDENTIAL COMPENSATION AND SOLICITS INPUT FROM THE TRUSTEES ON THE INCUMBENT'S PERFORMANCE. IT THEN RECOMMENDS COMPENSATION (BASE SALARY AND BONUS, IF ANY) FOR THE COMING YEAR TO THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH IS THE APPROVING AUTHORITY ON BEHALF OF THE BOARD. THE BONUS OF THE VP OF INSTITUTIONAL ADVANCEMENT WAS APPROVED BY THE PRESIDENT. DURING 2019, THE UNIVERSITY ALSO AWARDED BONUSES TO VARIOUS OTHER FACULTY AND STAFF, INCLUDING CERTAIN INDIVIDUALS LISTED ON SCHEDULE J. THESE BONUS PAYMENTS WERE DETERMINED BY HUMAN RESOURCES IN COLLABORATION WITH THE IMMEDIATE SUPERVISORS OF THE EMPLOYEES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | Business Name Line2IssuerName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SERIES OF DISTRICT OF COLUMBIA 2010 REVENUE BONDS | |||||||||
| A | 536001131 | 25483VAT1 | 2010-08-12 | $39,061,164 | PARTIAL REFUNDING OF SERIES 1999 BOND; REFINANCING OF 2004 TAXABLE REVENUE BONDS | 0 | 0 | 0 | |
| DISTRICT OF COLUMBIA REFUNDING REVENUE | |||||||||
| B | 536001131 | 000000000 | 2015-12-09 | $35,065,000 | PARTIAL REFUNDING OF SERIES 2007 BOND | 0 | 0 | 0 | BOND SERIES 2015 |
| DISTRICT OF COLUMBIA REFUNDING REVENUE | |||||||||
| C | 536001131 | 000000000 | 2017-03-31 | $27,555,000 | PARTIAL REFUNDING OF 2007 SERIES BOND | 0 | 0 | 0 | BOND SERIES 2017 |
| DISTRICT OF COLUMBIA | |||||||||
| D | 536001131 | 25483VSL9 | 2017-11-30 | $66,227,033 | CAPITAL CONSTRUCTION AND RENOVATION | 0 | 0 | 0 | BOND SERIES 2017B |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $14,100,000 | $16,725,000 | $39,061,164 | $0 | $0 | $0 | $539,585 | $0 | $0 | $0 | $38,521,579 | $0 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $525,000 | $0 | $35,065,000 | $0 | $0 | $0 | $682,220 | $0 | $0 | $0 | $35,883,169 | $0 | 2009 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $2,685,000 | $0 | $27,555,000 | $0 | $0 | $0 | $440,041 | $0 | $0 | $0 | $27,114,959 | $0 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | $0 | $0 | $69,903,326 | $0 | $0 | $0 | $957,394 | $0 | $0 | $36,933,573 | $6,875,463 | $25,136,896 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II, Line 3-11/30/2017 66,227,033 DISTRICT OF COLUMBIA | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED ON LINE 3 REFLECTS TOTAL PROCEEDS OF ISSUE AND INVESTMENT EARNINGS TO DATE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2Txt | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|---|
| DISTRICT OF COLUMBIA REFUNDING REVENUE | |||||||||
| A | BOND SERIES 2017C | 536001131 | 000000000 | 2017-11-30 | $17,335,000 | PARTIAL REFUNDING OF 2010 SERIES BOND | 0 | 0 | 0 |
| DISTRICT OF COLUMBIA REVENUE AND | |||||||||
| B | REFUNDING REVENUE BOND SERIES 2018 | 536001131 | 25483VTY0 | 2018-11-29 | $7,323,350 | CURRENT REFUNDING 2010 SERIES BOND | 0 | 0 | 0 |
| DISTRICT OF COLUMBIA REVENUE AND | |||||||||
| C | REFUNDING BONDS SERIES 2018 NEW MONEY | 536001131 | 25483VUQ5 | 2018-11-29 | $55,780,812 | CAPITAL CONSTRUCTION AND RENOVATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $17,335,000 | $0 | $0 | $17,688,372 | $253,166 | $0 | $0 | $0 | $394,825 | $0 | 2004 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $0 | $0 | $7,323,350 | $0 | $0 | $7,267,928 | $55,422 | $0 | $0 | $0 | $0 | $0 | 2004 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $0 | $0 | $57,162,458 | $0 | $0 | $0 | $623,299 | $0 | $0 | $13,123,500 | $101,588 | $43,314,071 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II, Line 3-11/29/2018 55,780,812 DISTRICT OF COLUMBIA REVENUE AND | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED ON LINE 3 REFLECTS TOTAL PROCEEDS OF ISSUE AND INVESTMENT EARNINGS TO DATE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,478,258 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VIOLIN | 1 | $25,500 | MARKET VALUE |
| Yes (X) | AUCTION DONATIONS | 40 | $11,951 | MARKET VALUE |
| Yes (X) | EVENT DONATIONS | 3 | $13,296 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED IN COLUMN B IDENTIFY THE NUMBER OF CONTRIBUTIONS MADE FOR EACH CATEGORY OF NON-CASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 | OF HIGHER LEARNING, FAITHFUL TO THE TEACHINGS OF JESUS CHRIST AS HANDED ON BY THE CHURCH. DEDICATED TO ADVANCING THE DIALOGUE BETWEEN FAITH AND REASON, THE CATHOLIC UNIVERSITY OF AMERICA SEEKS TO DISCOVER AND IMPART THE TRUTH THROUGH EXCELLENCE IN TEACHING AND RESEARCH, ALL IN SERVICE TO THE CHURCH, THE NATION AND THE WORLD. |
| Form 990, Part VI, Section A, Line 4 | IN APRIL 2020 THE UNIVERSITY'S BYLAWS WERE AMENDED TO PROVIDE THAT THE PROVOST OF THE UNIVERSITY SHALL BE CONSIDERED AN OFFICER OF THE UNIVERSITY. |
| Form 990, Part VI, Section B, Line 11b | THE FORM 990 WAS SENT TO THE FULL BOARD OF TRUSTEES WITH AN OPPORTUNITY TO ASK MANAGEMENT QUESTIONS REGARDING THE FORM. THE AUDIT COMMITTEE REVIEWED THE DETAILS OF THE FORM 990 WITH MANAGEMENT IN A COMMITTEE MEETING. |
| Form 990, Part VI, Section B, Line 12c | THE UNIVERSITY'S VICE PRESIDENT AND CHIEF OF STAFF, AS SECRETARY OF THE BOARD OF TRUSTEES, REVIEWS THE CONFLICT OF INTEREST STATEMENTS SUBMITTED BY THE TRUSTEES IN COORDINATION WITH THE COMPLIANCE OFFICER AND THE GENERAL COUNSEL TO DETERMINE WHETHER ANY MATERIAL FINANCIAL INTERESTS HAVE BEEN DISCLOSED. ANY SUCH INTERESTS ARE INVESTIGATED BY THE AUDIT COMMITTEE AND THEN BY THE FULL BOARD OF TRUSTEES, IF THE AUDIT COMMITTEE BELIEVES THERE IS A CONFLICT OF INTEREST. IF THE FULL BOARD OF TRUSTEES DETERMINES THAT A FINANCIAL INTEREST IS A CONFLICT OF INTEREST AND A UNIVERSITY TRANSACTION OR AGREEMENT ARISES INVOLVING THAT FINANCIAL INTEREST, THE BOARD MAY PERMIT THE INTERESTED TRUSTEE TO MAKE A PRESENTATION REGARDING THE MATTER, BUT THE INTERESTED TRUSTEE SHALL BE REQUIRED TO LEAVE THE MEETING PRIOR TO THE DISCUSSION OF, AND THE VOTE ON THE PROPOSED TRANSACTION OR ARRANGEMENT. FACULTY AND STAFF CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE COMPLIANCE OFFICER IN COORDINATION WITH THE VICE PRESIDENT FOR FINANCE AND TREASURER. THEY ENSURE THAT ALL FORMS HAVE BEEN SUBMITTED, REVIEW ANY CONFLICTS DISCLOSED, DISCUSS THEM WITH THE INDIVIDUAL AND COGNIZANT SUPERVISOR AS NEEDED, AND DETERMINE AND IMPLEMENT PROPER MANAGEMENT ACTION. |
| Form 990, Part VI, Section B, Line 15 | ANNUALY, A COMPENSATION COMMITTEE COMPRISED OF UNIVERSITY TRUSTEES RESEARCHES COMPARABLE INSTITUTIONS' PRESIDENTIAL COMPENSATION AND SOLICITS INPUT FROM THE TRUSTEES ON THE INCUMBENT'S PERFORMANCE. IT THEN RECOMMENDS COMPENSATION (BASE SALARY AND BONUS, IF ANY) FOR THE COMING YEAR TO THE EXECUTIVE COMMITTEE OF THE BOARD, WHICH IS THE APPROVING AUTHORITY ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE'S DECISION IS DOCUMENTED CONTEMPORANEOUSLY IN THE BOARD'S MEETING MINUTES. |
| Form 990, Part VI, Section C, Line 19 | THE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE UNIVERSITY'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE CATHOLIC UNIVERSITY OF AMERICA FOUNDATION | |||||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | 521284733 | SUPPORT UNIV PROGRAMS | DC | 501(C)(3) | 12 TYPE I | CATHOLIC UNIVERSITY | Yes (1) | |
| ALBERT E FARONE & ANGELA T FARONE FOUNDATION | |||||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | 160911612 | TO PROVIDE SCHOLARSHIPS | NY | 501(C)(3) | 12 TYPE I | CATHOLIC UNIVERSITY | Yes (1) | |
| WASHINGTON RESEARCH LIBRARY CONSORTIUM | |||||||||||
| 901 COMMERCE DRIVE | UPPER MARLBORO | MD | 20774 | RESEARCH RESOURCES | MD | 501 (C)(3) | 12 TYPE I | 0 | N/A | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (1) | |||||||||
| SPLIT INTEREST AGREEMENT | NEW YORK | NY | 10001 | SPLIT INTEREST AGREEMENT | NY | N/A | T | 0 | |
| CHARITABLE REMAINDER TRUST (1) | |||||||||
| SPLIT INTEREST AGREEMENT | WASHINGTON | DC | 20001 | SPLIT INTEREST AGREEMENT | DC | N/A | T | 0 | |
| CHARITABLE REMAINDER TRUST (1) | |||||||||
| SPLIT INTEREST AGREEMENT | FAIRFAX | VA | 22030 | SPLIT INTEREST AGREEMENT | VA | N/A | T | 0 | |
| CHARITABLE REMAINDER TRUST (2) | |||||||||
| SPLIT INTEREST AGREEMENT | BETHESDA | MD | 20810 | SPLIT INTEREST AGREEMENT | MD | T | Yes (1) | CATHOLIC UNIVERSITY | |
| CHARITABLE REMAINDER TRUST (3) | |||||||||
| SPLIT INTEREST AGREEMENT | WASHINGTON | DC | 20001 | SPLIT INTEREST AGREEMENT | DC | T | Yes (1) | CATHOLIC UNIVERSITY | |
| CHARITABLE PERPETUAL TRUST (1) | |||||||||
| SPLIT INTEREST AGREEMENT | BALTIMORE | MD | 21201 | SPLIT INTEREST AGREEMENT | MD | N/A | T | 0 | |
| CHARITABLE PERPETUAL TRUST (2) | |||||||||
| SPLIT INTEREST AGREEMENT | DAYTON | OH | 45402 | SPLIT INTEREST AGREEMENT | OH | N/A | T | ||
| CHARITABLE PERPETUAL TRUST (1) | |||||||||
| SPLIT INTEREST AGREEMENT | GREENVILLE | SC | 29601 | SPLIT INTEREST AGREEMENT | SC | N/A | T | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT E FARONE & ANGELA T FARONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $393,800 | InvolvedAmt |