MISERICORDIA UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MISERICORDIA UNIVERSITY (EIN 24-0795406)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-05
- IRS object ID
- 202000659349300605
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-05T08:48:51-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240795406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISERICORDIA UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MISE | BusinessNameControlTxt |
| Phone | 5706746400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LAKE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 186121090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK VAN ETTEN | PersonNm |
| Person Title | VP, FINANCE AND ADMIN/TREAS. | PersonTitleTxt |
| Phone | 5706746400 | PhoneNum |
| Signature | 2020-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.211.1.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-04 | IPDt |
| IP Tm | 09:49:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF90B4BE16E9AE312C0D8383967EBAED4A365E8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS J BOTZMAN PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LAKE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 186121090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $143,606,977 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MISERICORDIA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HIGHER EDUCATION SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1368 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $288,905 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,265,054 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,859,912 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $81,314,554 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,431,843 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,351,784 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,063,907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $546,672 | PYOtherRevenueAmt |
| CY Other Revenue | $695,106 | CYOtherRevenueAmt |
| PY Total Revenue | $91,478,064 | PYTotalRevenueAmt |
| CY Total Revenue | $100,050,768 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,430,462 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,345,182 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,199,616 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,202,408 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $39,762 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $12,919 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,530,345 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,893,301 | PYOtherExpensesAmt |
| CY Other Expenses | $21,391,299 | CYOtherExpensesAmt |
| PY Total Expenses | $87,563,141 | PYTotalExpensesAmt |
| CY Total Expenses | $88,951,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,914,923 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,098,960 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $176,076,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $204,504,007 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,842,395 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,221,586 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $134,233,877 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $140,282,421 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISERICORDIA UNIVERSITY, A CATHOLIC LIBERAL ARTS INSTITUTION ESTABLISHED IN THE TRADITION OF THE SISTERS OF MERCY, FOSTERS INTELLECTUAL CURIOSITY, CRITICAL THINKING, AND RESPECT FOR PERSONS IN AN ENVIRONMENT WHERE ALL ARE WELCOME.VALUES STATEMENT: SISTERS OF MERCY AS THE FOUNDATION COMMUNITY, WE ARE COMMITTED TO INTEGRITY AND THE VALUES OF THE SISTERS OF MERCY AND THE FOUNDATION OF UNIVERSITY LIFE. OUR VALUES ARE: MERCY THROUGH COMPASSION, LOVE AND CARING; SERVICE THROUGH SELFLESSNESS, SACRIFICE AND ACTION; JUSTICE THROUGH FAIRNESS, ACCEPTANCE AND ADVOCACY; HOSPITALITY WITH DIGNITY, RESPECT AND OPENNESS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $79,595,939 | ExpenseAmt |
| Grant | $29,345,182 | GrantAmt |
| Revenue | $83,724,453 | RevenueAmt |
| Desc | MISERICORDIA UNIVERSITY IS A CATHOLIC LIBERAL ARTS INSTITUTION ESTABLISHED IN THE TRADITION OF THE SISTERS OF MERCY IN 1924. THE UNIVERSITY FOSTERS INTELLECTUAL CURIOSITY, CRITICAL THINKING, AND RESPECT FOR PERSONS IN AN ENVIRONMENT WHERE ALL ARE WELCOME. THE UNIVERSITY OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS TO RESIDENT AND COMMUTER STUDENTS WHO CAN CHOOSE FROM MAJORS IN THREE DISTINCT ACADEMIC COLLEGES. THE COLLEGE OF ARTS AND SCIENCES OFFERS MAJOR DEGREE PROGRAMS IN BIOCHEMISTRY, BIOLOGY, CHEMISTRY, CLINICAL LABORATORY SCIENCE, COMPUTER SCIENCE, ENGLISH, GOVERNMENT, LAW AND NATIONAL SECURITY, HISTORY, MATHEMATICS, MEDICAL AND HEALTH HUMANITIES, PHILOSOPHY, PSYCHOLOGY, AND STATISTICS AS WELL AS A NUMBER OF MINOR DEGREE PROGRAMS. DUAL CREDENTIALS ARE AVAILABLE IN HISTORY/MBA, HISTORY/ORGANIZATIONAL MANAGEMENT, PHILOSOPHY/ORGANIZATIONAL MANAGEMENT AND PSYCHOLOGY/ORGANIZATIONAL MANAGEMENT. SPECIALIZATIONS IN PRE-LAW (ENGLISH, HISTORY, MEDICAL AND HEALTH HUMANITIES, PHILOSOPHY), PRE-PROFESSIONAL (BIOCHEMISTRY, CHEMISTRY), PRE-DPT (BIOCHEMISTRY, BIOLOGY, MEDICAL AND HEALTH HUMANITIES), SECONDARY EDUCATION CERTIFICATION (BIOLOGY, CHEMISTRY, ENGLISH, MATHEMATICS), AND CITIZENSHIP CERTIFICATION IN HISTORY. THE COLLEGE OF HEALTH SCIENCES & EDUCATION OFFERS MAJOR DEGREE PROGRAMS IN DIAGNOSTIC MEDICAL SONOGRAPHY, EARLY CHILDHOOD & SPECIAL EDUCATION, HEALTH SCIENCE, MEDICAL IMAGING, MIDDLE LEVEL EDUCATION, NURSING BSN, RN-BSN, OCCUPATIONAL SCIENCE, SECONDARY EDUCATION AND SOCIAL WORK, AS WELL AS MINOR DEGREE PROGRAMS IN ADDICTIONS COUNSELING, GERONTOLOGY AND PATIENT NAVIGATION. POST-CERTIFICATION IS AVAILABLE IN DIAGNOSTIC MEDICAL SONOGRAPHY. CERTIFICATION PROGRAMS ARE AVAILABLE IN ADDICTIONS COUNSELING, AUTISM SPECTRUM DISORDERS, DIAGNOSTIC MEDICAL SONOGRAPHY, GERIATRIC CARE MANAGER, HEALTH ANALYTICS, POST MASTERS NURSING, PATIENT NAVIGATION AND READING SPECIALIST.THE COLLEGE OF HEALTH SCIENCES & EDUCATION OFFERS DUAL CREDENTIALS IN HEALTH SCIENCE/SPEECH PATHOLOGY, MEDICAL IMAGING/DIAGNOSTIC MEDICAL SONOGRAPHY, MEDICAL IMAGING/ORGANIZATIONAL MANAGEMENT AND NURSING DNP/BSN TO DNP, AS WELL AS ENTRY LEVEL PROFESSIONAL MASTER OF SCIENCE DEGREES IN ADULT-GERONTOLOGIC PRIMARY CARE NURSE PRACTITIONER, EDUCATION, HEALTHCARE ANALYTICS, NURSING, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, PHYSICIAN ASSISTANT STUDIES, AND SPEECH-LANGUAGE PATHOLOGY; A POST-PROFESSIONAL MASTER OF SCIENCE DEGREE IN OCCUPATIONAL THERAPY; AND POST PROFESSIONAL DOCTORIAL DEGREES IN PHYSICAL THERAPY, OCCUPATIONAL THERAPY, NURSING, AND NURSING EDUCATION. THE COLLEGE OF BUSINESS OFFERS MAJOR DEGREE PROGRAMS IN ACCOUNTING, BUSINESS ADMINISTRATION, HEALTH CARE MANAGEMENT, INFORMATION TECHNOLOGY, MASS COMMUNICATION AND DESIGN, PROFESSIONAL STUDIES, AND SPORTS MANAGEMENT ALONG WITH A NUMBER OF MINOR DEGREE PROGRAMS. SPECIALIZATION IN PRE-DPT INCLUDES HEALTH CARE MANAGEMENT. GRADUATE PROGRAMS INCLUDE BUSINESS ADMINISTRATION AND ORGANIZATIONAL MANAGEMENT.MISERICORDIA UNIVERSITY IS REGIONALLY ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION. THE UNIVERSITY IS ALSO OFFICIALLY RECOGNIZED BY THE FOLLOWING ACCREDITING AGENCIES: ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION, COMMISSION ON ACCREDITATION IN PHYSICAL THERAPY EDUCATION, AMERICAN PHYSICAL THERAPY ASSOCIATION, COMMISSION ON ACCREDITATION OF ALLIED HEALTH EDUCATION PROGRAMS, COMMISSION ON COLLEGIATE NURSING EDUCATION, COUNCIL ON ACADEMIC ACCREDITATION IN AUDIOLOGY AND SPEECH-LANGUAGE PATHOLOGY OF THE AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION, COUNCIL ON SOCIAL WORK EDUCATION, INTERNATIONAL ACCREDITATION COUNCIL FOR BUSINESS EDUCATION, PENNSYLVANIA DEPARTMENT OF EDUCATION, AND THE JOINT REVIEW COMMITTEE ON EDUCATION IN RADIOLOGIC TECHNOLOGY. MISERICORDIA UNIVERSITY HAS LEGAL PERMISSION FROM THE PENNSYLVANIA STATE BOARD OF NURSE EXAMINERS TO OPERATE A SCHOOL OF NURSING IN THE COMMONWEALTH OF PENNSYLVANIA. VARIOUS OTHER STATE EDUCATION DEPARTMENTS ALSO RECOGNIZE THE UNIVERSITY'S ACADEMIC PROGRAMS.THE MASTER'S DEGREE IN EDUCATION OFFERED BY MISERICORDIA UNIVERSITY IS FULLY APPROVED BY THE PENNSYLVANIA DEPARTMENT OF EDUCATION. THE MASTER'S DEGREE IN NURSING IS FULLY ACCREDITED BY THE COMMISSION ON COLLEGIATE NURSING EDUCATION OF THE AMERICAN ASSOCIATION OF COLLEGES OF NURSING. THE PROFESSIONAL MASTER'S DEGREE PROGRAM IN OCCUPATIONAL THERAPY IS FULLY ACCREDITED BY THE ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION. THE ENTRY LEVEL PROGRAM IN PHYSICAL THERAPY IS FULLY ACCREDITED BY THE COMMISSION ON ACCREDITATION OF PHYSICAL THERAPY EDUCATION, AMERICAN PHYSICAL THERAPY ASSOCIATION. THE OCCUPATIONAL THERAPY DOCTORAL PROGRAM (OTD) ARE FULLY APPROVED BY THE PENNSYLVANIA DEPARTMENT OF EDUCATION. THE MASTER'S DEGREE IN BUSINESS ADMINISTRATION AND THE MASTER'S DEGREE IN ORGANIZATIONAL MANAGEMENT HAVE ACCREDITATION BY THE INTERNATIONAL ASSEMBLY FOR COLLEGIATE BUSINESS EDUCATION. THE PROFESSIONAL MASTER'S DEGREE PROGRAM IN SPEECH-LANGUAGE PATHOLOGY AT MISERICORDIA UNIVERSITY IS ACCREDITED BY THE COUNCIL ON ACADEMIC ACCREDITATION IN AUDIOLOGY AND SPEECH-LANGUAGE PATHOLOGY, AMERICAN SPEECH-LANGUAGE-HEARING ASSOCIATION.THE ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSISTANT (ARC-PA) IS THE ACCREDITING AGENCY THAT PROTECTS THE INTERESTS OF THE PUBLIC AND PA PROFESSION BY DEFINING THE STANDARDS FOR PA EDUCATION AND EVALUATING PA EDUCATIONAL PROGRAMS WITHIN THE TERRITORIAL UNITED STATES TO ENSURE THEIR COMPLIANCE WITH THOSE STANDARDS. THE FOLLOWING STATEMENT IS PROVIDED BY ARC-PA: "THE ARC-PA HAS GRANTED ACCREDITATION - PROVISIONAL STATUS TO THE MISERICORDIA UNIVERSITY PHYSICIAN ASSISTANT PROGRAM SPONSORED BY MISERICORDIA UNIVERSITY. ACCREDITATION-PROVISIONAL IS AN ACCREDITATION STATUS GRANTED WHEN THE PLANS AND RESOURCE ALLOCATION, IF FULLY IMPLEMENTED AS PLANNED, OF A PROPOSED PROGRAM THAT HAS NOT YET ENROLLED STUDENTS APPEAR TO DEMONSTRATE THE PROGRAM'S ABILITY TO MEET THE ARC-PA STANDARDS OR WHEN A PROGRAM HOLDING ACCREDITATION-PROVISIONAL STATUS APPEARS TO DEMONSTRATE CONTINUED PROGRESS IN COMPLYING WITH THE STANDARDS AS IT PREPARES FOR THE GRADUATION OF THE FIRST CLASS (COHORT) OF STUDENTS. ACCREDITATION-PROVISIONAL DOES NOT ENSURE ANY SUBSEQUENT ACCREDITATION STATUS. IT IS LIMITED TO NO MORE THAN FIVE YEARS FROM MATRICULATION OF THE FIRST CLASS.THE TOTAL HEADCOUNT FOR FALL 2018 INCLUDED 2,625 STUDENTS. | Desc |
| Total Program Service Expenses | $79,595,939 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4020 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1368 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD HROMISIN ASSOCIATE VICE PRESIDENT OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5706746400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LAKE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MICHAEL AMORY | |||||||
| TRUSTEE (RES. 6/15/19) | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MSGR JOHN J BENDIK | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER L BORTON | |||||||
| CHAIRMAN | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JONATHAN BRASSINGTON | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| REVEREND MICHAEL BRYANT | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ALFRED CASALE MD | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| CORNELIO CATENA | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| R GREGORY COLLINS | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR RUTH A CONNOLLY | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JODY CORDARO | |||||||
| TRUSTEE (RES. 6/15/19) | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| HARRIS CUTLER | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARY ERWINE | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA FINAN-CASTELLANO | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD E FLACK II | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARY ELLEN FUHRMAN RSM | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| CAROL ANN GALLAGHER RSM | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| THE HON TINA POLACHEK GARTLEY | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ROGER HOWELL | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP JOHNSON | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| KRISTOPHER B JONES | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARJORIE MARQUART | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| SR CATHERINE MCGROARTY RSM | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN METZ | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL MEUSER | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR MARY HELEN NUGENT RSM | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARK J OBERSTAEDT ESQ | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR CAROL RITTNER RSM | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SIEGEL | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| DR DEBORAH SMITH-MILESKI | |||||||
| VICE-CHAIR | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SR MAYON SYLVAIN RSM | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARK VAN LOON ESQ | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| PAUL WOELKERS | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS ZESK | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J BOTZMAN PHD | |||||||
| PRESIDENT | 40.00 | $346,924 | $0 | $74,179 | Yes (X) | ||
| DAVID REHM | |||||||
| VICE PRESIDENT | 40.00 | $181,172 | $0 | $39,207 | Yes (X) | ||
| BARBARA SAMUEL | |||||||
| SECRETARY | 40.00 | $152,151 | $0 | $21,430 | Yes (X) | ||
| MARK VAN ETTEN | |||||||
| TREASURER | 40.00 | $149,216 | $0 | $37,950 | Yes (X) | ||
| SUSAN HELWIG | |||||||
| VP - UNIV ADVANCEMENT | 40.00 | $170,516 | $0 | $21,742 | Yes (X) | ||
| JACK GOBLE | |||||||
| ASST PROF/DEPT CHAIR (UNTIL 12/18) | 40.00 | $154,518 | $0 | $13,083 | Yes (X) | ||
| LEAMOR KAHANOV | |||||||
| DEAN- HEALTH SCIENCES | 40.00 | $153,849 | $0 | $36,782 | Yes (X) | ||
| GLEN TELLIS | |||||||
| PROFESSOR | 40.00 | $141,543 | $0 | $12,657 | Yes (X) | ||
| SUSAN BARKER | |||||||
| PROFESSOR | 40.00 | $138,763 | $0 | $36,025 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,588,652 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $293,055 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | 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 |
|---|---|---|---|---|---|
| METZ & ASSOCIATES LTD | |||||
| 301 LAKE STREET | DALLAS | PA | 18612 | FOOD SERVICE | $2,897,956 |
| AMERICAN ASPHALT | |||||
| 500 CHASE ROAD | SHAVERTOWN | PA | 18708 | PAVING/SITE CONTRACTOR | $2,452,967 |
| THE SLAM COLLABORATIVE | |||||
| 80 GLASTONBURY BOULEVARD | GLASTONBURY | CT | 06033 | ENGINEERING SVC. | $897,310 |
| A PICKETT CONSTRUCTION INC | |||||
| 128 WEST VAUGH STREET | KINGSTON | PA | 18704 | CONSTRUCTION SVC. | $669,514 |
| SORDONI CONSTRUCTION SERVICE | |||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | CONSTRUCTION SVC. | $534,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $39,597 | FundraisingAmt |
| Government Grants | $2,685,519 | GovernmentGrantsAmt |
| All Other Contributions | $4,134,796 | AllOtherContributionsAmt |
| Noncash Contributions | $605,241 | NoncashContributionsAmt |
| Total Contributions | $6,859,912 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| STUDENT TUITION & FEES | 611600 | $71,684,101 | $71,684,101 | |
| ROOM & BOARD | 721310 | $11,680,855 | $11,680,855 | |
| BOOKSTORE | 451211 | $49,091 | $49,091 | |
| GOVERNMENT ADMIN FEE | 561000 | $17,796 | $17,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,431,843 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,598,853 | TotalRevenueColumnAmt |
| Exclusion | $2,598,853 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,019 | TotalRevenueColumnAmt |
| Exclusion | $210,019 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,950 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,357 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,593 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,593 | TotalRevenueColumnAmt |
| Exclusion | $6,593 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,783,261 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,528,226 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,255,035 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,255,035 | TotalRevenueColumnAmt |
| Exclusion | $6,255,035 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,803 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $39,597 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $22,626 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,823 | TotalRevenueColumnAmt |
| Exclusion | -$7,823 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUMMER CAMPS/CONFERENCES | 611710 | $292,244 | $95,532 | $196,712 |
| AUTISM LIFELONG LEARNING | 611310 | $158,873 | $158,873 | |
| OUTSIDE PRINTING REVENUE | 561439 | $80,790 | $80,790 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $164,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $87,296 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,403 | UnrelatedBusinessRevenueAmt |
| Exclusion | $65,730 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $696,336 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,050,768 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,724,453 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $288,905 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,177,498 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,294,280 | TotalAmt |
| Program Services | $29,294,280 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,902 | TotalAmt |
| Program Services | $50,902 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,299 | TotalAmt |
| Management And General | $1,016,299 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,650,175 | TotalAmt |
| Program Services | $24,909,986 | ProgramServicesAmt |
| Management And General | $1,861,058 | ManagementAndGeneralAmt |
| Fundraising | $879,131 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,051,485 | TotalAmt |
| Program Services | $3,649,975 | ProgramServicesAmt |
| Management And General | $274,369 | ManagementAndGeneralAmt |
| Fundraising | $127,141 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,603,861 | TotalAmt |
| Program Services | $1,444,915 | ProgramServicesAmt |
| Management And General | $108,615 | ManagementAndGeneralAmt |
| Fundraising | $50,331 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,880,588 | TotalAmt |
| Program Services | $3,496,014 | ProgramServicesAmt |
| Management And General | $262,796 | ManagementAndGeneralAmt |
| Fundraising | $121,778 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,513 | TotalAmt |
| Management And General | $195,513 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,850 | TotalAmt |
| Management And General | $69,850 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,300 | TotalAmt |
| Fundraising | $55,300 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,919 | TotalAmt |
| Fundraising | $12,919 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,001 | TotalAmt |
| Management And General | $149,001 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,221 | TotalAmt |
| Program Services | $1,460,407 | ProgramServicesAmt |
| Management And General | $755,982 | ManagementAndGeneralAmt |
| Fundraising | $86,832 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,518 | TotalAmt |
| Program Services | $25,157 | ProgramServicesAmt |
| Management And General | $615,613 | ManagementAndGeneralAmt |
| Fundraising | $748 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,251 | TotalAmt |
| Program Services | $1,322,756 | ProgramServicesAmt |
| Management And General | $187,180 | ManagementAndGeneralAmt |
| Fundraising | $114,315 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,627,609 | TotalAmt |
| Program Services | $775,172 | ProgramServicesAmt |
| Management And General | $852,437 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,013 | TotalAmt |
| Program Services | $1,899,632 | ProgramServicesAmt |
| Management And General | $269,066 | ManagementAndGeneralAmt |
| Fundraising | $315 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,900 | TotalAmt |
| Program Services | $955,590 | ProgramServicesAmt |
| Management And General | $139,097 | ManagementAndGeneralAmt |
| Fundraising | $52,213 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,469 | TotalAmt |
| Program Services | $319,695 | ProgramServicesAmt |
| Management And General | $74,908 | ManagementAndGeneralAmt |
| Fundraising | $2,866 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857,935 | TotalAmt |
| Program Services | $1,830,003 | ProgramServicesAmt |
| Management And General | $27,932 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,873,283 | TotalAmt |
| Program Services | $4,268,998 | ProgramServicesAmt |
| Management And General | $604,285 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,697 | TotalAmt |
| Program Services | $380,751 | ProgramServicesAmt |
| Management And General | $53,946 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $2,854,835 | $2,726,742 | $113,635 | $14,458 |
| MEMBERSHIPS | $385,228 | $240,502 | $140,381 | $4,345 |
| JANITORIAL | $116,231 | $101,807 | $14,424 | |
| ACADEMIC PGRM. REIMB. | $44,585 | $44,585 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,860 | TotalAmt |
| Program Services | $398,070 | ProgramServicesAmt |
| Management And General | $39,137 | ManagementAndGeneralAmt |
| Fundraising | $7,653 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,951,808 | TotalAmt |
| Program Services | $79,595,939 | ProgramServicesAmt |
| Management And General | $7,825,524 | ManagementAndGeneralAmt |
| Fundraising | $1,530,345 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,853 | BOYAmt |
| EOY | $163,224 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,530,737 | BOYAmt |
| EOY | $22,153,710 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,947,039 | BOYAmt |
| EOY | $7,641,459 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,547,534 | BOYAmt |
| EOY | $1,494,997 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,999 | BOYAmt |
| EOY | $277,437 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,499 | BOYAmt |
| EOY | $117,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,352,352 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $69,612,452 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,314,579 | BOYAmt |
| EOY | $94,739,900 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,759,680 | BOYAmt |
| EOY | $69,708,715 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,416,502 | BOYAmt |
| EOY | $2,296,033 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,979,850 | BOYAmt |
| EOY | $5,910,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,076,272 | BOYAmt |
| EOY | $204,504,007 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,175,552 | BOYAmt |
| EOY | $5,250,981 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,701,195 | BOYAmt |
| EOY | $3,911,804 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,246,934 | BOYAmt |
| EOY | $52,080,317 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,718,714 | BOYAmt |
| EOY | $2,978,484 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,842,395 | BOYAmt |
| EOY | $64,221,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,908,172 | BOYAmt |
| EOY | $98,635,637 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,994,793 | BOYAmt |
| EOY | $16,486,408 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,330,912 | BOYAmt |
| EOY | $25,160,376 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,233,877 | BOYAmt |
| EOY | $140,282,421 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,076,272 | BOYAmt |
| EOY | $204,504,007 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,098,960 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,016,579 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$33,837 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Church | Yes (X) | ChurchInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,169,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,242,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,063,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,265,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,859,912 | CurrentTaxYearAmt |
| Total | $33,600,878 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,169,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,242,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,063,599 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,265,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,859,912 | CurrentTaxYearAmt |
| Total | $33,600,878 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,006,504 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,594,374 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $879,294 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $886,846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,232,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,823,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,820,822 | CurrentTaxYearAmt |
| Total | $7,643,034 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,145 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,533 | CurrentTaxYearAmt |
| Total | $397,710 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,641,622 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $409,193,257 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63770 | 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, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | STUDENT PARKING/FEES - 2014 AMOUNT: $ 78,175. 2015 AMOUNT: $ 77,145. 2016 AMOUNT: $ 74,257. 2017 AMOUNT: $ 75,395. 2018 AMOUNT: $ 65,730. NON-CHARITABLE FUNDRAISING RECEIPTS - 2017 AMOUNT: $ 12,205. 2018 AMOUNT: $ 14,803. | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $55,300 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $55,300 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LONG NYQUIST & ASSOCIATES, LLC CONDUCTED LEGISLATIVE NETWORKING ON BEHALF OF THE UNIVERSITY IN ORDER TO INTRODUCE THE UNIVERSITY INTO THE DECISION MAKING PROCESS FOR AVAILABLE GRANTS. THEY ALSO RELAYED POTENTIAL GRANT INFORMATION BACK TO THE UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $1,396,083 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,521,742 | BeginningYearBalanceAmt |
| Contributions | $938,515 | ContributionsAmt |
| Investment Earnings Or Losses | $2,270,380 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $897,753 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $137,950 | AdministrativeExpensesAmt |
| End Year Balance | $54,694,934 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,223,679 | BeginningYearBalanceAmt |
| Contributions | $796,976 | ContributionsAmt |
| Investment Earnings Or Losses | $3,648,322 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $881,251 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $265,984 | AdministrativeExpensesAmt |
| End Year Balance | $52,521,742 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,549,699 | BeginningYearBalanceAmt |
| Contributions | $716,080 | ContributionsAmt |
| Investment Earnings Or Losses | $5,764,768 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $633,208 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $173,660 | AdministrativeExpensesAmt |
| End Year Balance | $49,223,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,087,111 | BeginningYearBalanceAmt |
| Contributions | $1,798,376 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,608,124 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $580,710 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $146,954 | AdministrativeExpensesAmt |
| End Year Balance | $43,549,699 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,366,557 | BeginningYearBalanceAmt |
| Contributions | $4,296,423 | ContributionsAmt |
| Investment Earnings Or Losses | $964,203 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $417,606 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $122,466 | AdministrativeExpensesAmt |
| End Year Balance | $44,087,111 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,961,425 | OtherCostOrOtherBasisAmt |
| Book Value | $1,961,425 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,172,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,446,519 | DepreciationAmt |
| Book Value | $79,725,630 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,266,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,219,362 | DepreciationAmt |
| Book Value | $5,047,060 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,895,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,946,571 | DepreciationAmt |
| Book Value | $2,948,765 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,057,020 | OtherCostOrOtherBasisAmt |
| Book Value | $5,057,020 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $94,739,900 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT DEPOSITS & ADVANCES | $561,381 |
| ANNUITIES PAYABLE | $11,676 |
| ADVANCE FROM FED. GOVT-STUD. LOANS | $2,085,614 |
| ASSET RETIREMENT OBLIGATIONS | $40,919 |
| ACCRUED PENSION COST | $278,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,978,484 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,946,165 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,016,579 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$28,104,604 | OtherRevenueAmt |
| Revenue Not Reported | -$33,121,183 | RevenueNotReportedAmt |
| Revenue Subtotal | $100,067,348 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$16,580 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$16,580 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $100,050,768 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $60,897,621 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $27,983 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $27,983 | ExpensesNotReportedAmt |
| Expenses Subtotal | $60,869,638 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $28,082,170 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $28,082,170 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $88,951,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE UNIVESITY MAINTAINS A COLLECTION OF ARTWORK UTILIZED IN THE DECOR OF VARIOUS UNIVERSITY BUILDINGS INCLUDING ITS ART GALLERY. THE UNIVERSITY'S ART GALLERY AND COLLECTION ARE INTEGRAL PARTS OF THE FINE ARTS COLLECTION. |
| PART V, LINE 4: | ANNUAL EARNINGS FROM THE UNIVERSITY'S ENDOWMENT ARE USED FOR THE FOLLOWING PURPOSES: 1. PRESERVATION OF THE ENDOWMENT PRINCIPAL TO PROVIDE CONTINUED EARNINGS. 2. USE OF AN ANNUALLY PRE-DETERMINED ENDOWMENT SPENDING RATE TO INCREASE FUNDS AVAILABLE FOR USE IN AWARDING ANNUAL SCHOLARSHIPS. 3. FUNDING OF A SPENDING RESERVE TO BE USED IN YEARS WHEN ANNUAL EARNINGS CANNOT SUPPORT THE PRESERVATION OF ENDOWMENT PRINCIPAL AND THE ENDOWMENT SPENDING RATE. |
| PART X, LINE 2: | THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE UNIVERSITY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. NO INTEREST OR PENALTIES WAS RECOGNIZED IN 2019 AND 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT-INTEREST AGREEMENTS -69,134. MINIMUM PENSION LIABILITY ADJUSTMENT 46,700. STUDENT SCHOLARSHIPS -27,933,169. INVESTMENT FEES -149,001. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -22,626. RENTAL EXPENSES -5,357. CULTURAL EVENT REVENUE NOT REPORTED ON LINE 1 11,403. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 22,626. RENTAL EXPENSES 5,357. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT SCHOLARSHIPS 27,933,169. INVESTMENT EXPENSES 149,001. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL/VOLUNTEERISM ACTIVITIES | $11,943 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | EDUCATIONAL/VOLUNTEERISM ACTIVITIES | $1,869 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - ADMIN | $4,629 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - ADMIN | $20,519 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - ADMIN | $1,597 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - ADMIN | $430 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - ADMIN | $8,065 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD - ADMIN | $35 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $91,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $49,087 | SubtotalSpentAmt |
| Continuation Spent | $91,269 | ContinuationSpentAmt |
| Total Spent | $140,356 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | RegionTxt |
| Recipient | 9 | RecipientCnt |
| Cash Grant | $50,902 | CashGrantAmt |
| Manner Of Cash Disbursement | TUITION REDUCTION | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 | SNAVELY ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 W FOSTER AVE 401 | AddressLine1Txt |
| City | STATE COLLEGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $12,919 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $12,919 | TotalRetainedByContractorsAmt |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MU GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $41,310 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $28,357 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,953 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,000 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,086 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $5,867 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $635 | OtherDirectExpensesEvent1Amt |
| Event2 | WWC MOTHER'S DAY BRUNCH | Event2Nm |
| Gross Receipts Event2 | $13,090 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,240 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,850 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,820 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $3,896 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $322 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $54,400 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $39,597 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,803 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,820 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,086 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $9,763 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $957 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,626 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,823 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT ACADEMIC SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1895 | RecipientCnt |
| Cash Grant | $29,294,280 | CashGrantAmt |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PROVIDES ITS STUDENTS WITH VARIOUS SCHOLARSHIPS THAT ARE AWARDED BASED ON VARIOUS CRITERIA. EACH STUDENT'S ELIGIBILITY IS VERIFIED PRIOR TO AWARDING. THE UNIVERSITY AWARDS THE GRANTS DIRECTLY TO OUTSTANDING BALANCES TO ENSURE THE PROPER USE OF AWARDED FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS J BOTZMAN PHD | ||||||||||||||
| PRESIDENT | $276,723 | $0 | $65,400 | $0 | $4,801 | $0 | $50,790 | $0 | $23,389 | $0 | $421,103 | $0 | $0 | $0 |
| DAVID REHM | ||||||||||||||
| VICE PRESIDENT | $181,172 | $0 | $0 | $0 | $0 | $0 | $17,598 | $0 | $21,609 | $0 | $220,379 | $0 | $0 | $0 |
| BARBARA SAMUEL | ||||||||||||||
| SECRETARY | $152,151 | $0 | $0 | $0 | $0 | $0 | $12,196 | $0 | $9,234 | $0 | $173,581 | $0 | $0 | $0 |
| MARK VAN ETTEN | ||||||||||||||
| TREASURER | $149,216 | $0 | $0 | $0 | $0 | $0 | $14,579 | $0 | $23,371 | $0 | $187,166 | $0 | $0 | $0 |
| SUSAN HELWIG | ||||||||||||||
| VP - UNIV ADVANCEMENT | $170,516 | $0 | $0 | $0 | $0 | $0 | $16,171 | $0 | $5,571 | $0 | $192,258 | $0 | $0 | $0 |
| JACK GOBLE | ||||||||||||||
| ASST PROF/DEPT CHAIR (UNTIL 12/18) | $154,518 | $0 | $0 | $0 | $0 | $0 | $7,431 | $0 | $5,652 | $0 | $167,601 | $0 | $0 | $0 |
| LEAMOR KAHANOV | ||||||||||||||
| DEAN- HEALTH SCIENCES | $153,849 | $0 | $0 | $0 | $0 | $0 | $15,751 | $0 | $21,031 | $0 | $190,631 | $0 | $0 | $0 |
| GLEN TELLIS | ||||||||||||||
| PROFESSOR | $141,543 | $0 | $0 | $0 | $0 | $0 | $12,297 | $0 | $360 | $0 | $154,200 | $0 | $0 | $0 |
| SUSAN BARKER | ||||||||||||||
| PROFESSOR | $138,763 | $0 | $0 | $0 | $0 | $0 | $11,604 | $0 | $24,421 | $0 | $174,788 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE UNIVERSITY FURNISHES THE PRESIDENT AND HIS FAMILY WITH HOUSING OWNED BY THE UNIVERSITY, WHICH IS REQUIRED AS A CONDITION OF EMPLOYMENT. THE PRESIDENT AND HIS FAMILY WILL RESIDE IN THE HOME THROUGHOUT HIS TERM. THE HOUSE IS ALSO USED TO HOST UNIVERSITY-RELATED FUNCTIONS. THIS BENEFIT WAS NOT INCLUDED IN TAXABLE COMPENSATION AS IT QUALIFIES FOR EXCLUSION UNDER INTERNAL REVENUE CODE SECTION 119(D) DUE TO BEING REQUIRED AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER. THE UNIVERSITY IS RESPONSIBLE FOR PAYING THE COST OF ALL UTILITIES AND REASONABLE EXPENSES, INCLUDING MAINTENANCE AND RENOVATIONS TO THE PRESIDENT'S RESIDENCE AND GROUNDS AND EXCLUDING PERSONAL TELEPHONE CHARGES. THE UNIVERSITY PAYS DUES FOR MEMBERSHIPS IN SUCH PROFESSIONAL AND COMMUNITY ASSOCIATIONS AND ORGANIZATIONS, AND FOR ATTENDANCE BY THE PRESIDENT AT CONFERENCES AND MEETINGS, AS DEEMED APPROPRIATE FOR THE PRESIDENT'S EXECUTION OF THE DUTIES OF HIS OFFICE. THIS INCLUDES MEMBERSHIP FEES TO THE WESTMORELAND CLUB AND HUNTSVILLE GOLF CLUB. THESE BENEFITS ARE NOT INCLUDED IN THE PRESIDENT'S TAXABLE COMPENSATION GIVEN THE BUSINESS NATURE SURROUNDING THESE MEMBERSHIPS. |
| PART I, LINE 4B | THOMAS BOTZMAN, THE PRESIDENT, PARTICIPATES IN A NON-QUALIFIED PLAN. THE UNIVERSITY CONTRIBUTED $25,000 TO THE PLAN DURING THE FISCAL YEAR. |
| PART I, LINE 7 | THE PRESIDENT OF THE UNIVERSITY MAY RECEIVE AN INCENTIVE-BASED ANNUAL BONUS AT THE DISCRETION OF THE BOARD OF TRUSTEES. THE DECISION TO AWARD A BONUS IS BASED UPON THE PRESIDENT'S PERFORMANCE DURING THE PREVIOUS YEAR AND MEASURED AGAINST THE GOALS, OBJECTIVES, AND EXPECTATIONS MUTUALLY ESTABLISHED BY THE PRESIDENT AND THE BOARD OF TRUSTEES ANNUALLY. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DALLAS AREA MUNICIPAL AUTHORITY | ||||||||
| A | 231746641 | 235171AM7 | 2014-09-02 | $29,617,498 | FULLY REFUND 2010-2012 TERM LOANS AND PARTIALLY REFUND THE 2008 BOND ISSUE. | 0 | 0 | 0 |
| DALLAS AREA MUNICIPAL AUTHORITY | ||||||||
| B | 231746641 | 235171AR6 | 2019-02-13 | $30,248,089 | FULLY REFUND THE REMAINING 2008 BOND ISSUE AND FINANCE CAPITAL PROJECTS. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,460,000 | $29,617,498 | $2,618,661 | $490,045 | $26,679,602 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $30,374,145 | $2,700,743 | $505,732 | $6,595,000 | 2021 | Yes (1) | 0 | Yes (1) | Yes (1) | $5,218,250 | $15,288,128 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | 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 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART IV, LINE 4C: | THE ORGANIZATION TERMINATED ITS HEDGE WHEN THE BOND ISSUE WAS REFINANCED IN SEPTEMBER 2014. |
| SCHEDULE K, PART II, LINE 3: | THE PROCEEDS INCLUDE INTEREST AND DIVIDENDS EARNED ON THE CONSTRUCTION FUND ACCOUNT. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PER IRS INSTRUCTIONS NAMES ARE NOT | PersonNm |
| Relationship With Org | PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | RelationshipWithOrgTxt |
| Cash Grant | $61,380 | CashGrantAmt |
| Type Of Assistance | TUITION ASSISTANCE | TypeOfAssistanceTxt |
| Assistance Purpose | EMPLOYEE BENEFITS | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHRISTOPHER L BORTON | |||
| BOARD MEMBER | $101,416 | ENGINEERING AND ARCHITECTURAL SERVICES ARE PROVIDED TO THE UNIVERSITY BY BORTON-LAWSON ENGINEERING. CHRISTOPHER L. BORTON, THE SENIOR ADVISOR OF THE FIRM, ALSO SERVES AS A BOARD MEMBER OF THE UNIVERSITY. THE BOARD MAINTAINS A CONFLICT OF INTEREST POLICY, AND ALL TRANSACTIONS WITH BORTON-LAWSON ENGINEERING ARE CONDUCTED AT ARM'S LENGTH. | 0 |
| MAUREEN METZ | |||
| BOARD MEMBER | $2,883,536 | FOOD SERVICE FOR THE UNIVERSITY IS PROVIDED BY METZ & ASSOCIATES, LTD. MAUREEN METZ IS THE EXECUTIVE VICE PRESIDENT OF METZ & ASSOCIATES, LTD AND ALSO SERVES AS A BOARD MEMBER OF THE UNIVERSITY. THE BOARD MAINTAINS A CONFLICT OF INTEREST POLICY AND ALL TRANSACTIONS WITH METZ & ASSOCIATES, LTD ARE CONDUCTED AT ARM'S LENGTH. | 0 |
| JOHN C METZ | |||
| FORMER BOARD MEMBER | $2,883,536 | FOOD SERVICE FOR THE UNIVERSITY IS PROVIDED BY METZ & ASSOCIATES, LTD. JOHN C. METZ IS THE EXECUTIVE CHAIRMAN OF METZ & ASSOCIATES, LTD AND ALSO SERVED AS A BOARD MEMBER OF THE UNIVERSITY UNTIL THE PAST FISCAL YEAR. THE BOARD MAINTAINS A CONFLICT OF INTEREST POLICY AND ALL TRANSACTIONS WITH METZ & ASSOCIATES, LTD ARE CONDUCTED AT ARM'S LENGTH. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,241 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $600,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| 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 | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS IS REPORTED FOR ALL GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL OF THE POWERS OF THE BOARD OF TRUSTEES WHEN THE BOARD IS NOT IN SESSION, WITH THE EXCEPTION OF REMOVING OR APPOINTING THE PRESIDENT OF THE UNIVERSITY OR TAKING ANY ACTION WHICH HAS SPECIFICALLY BEEN RESERVED BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING RELATIONSHIPS WERE DISCLOSED AMONG BOARD MEMBERS: CORNELIO CATENA AND R. GREGORY COLLINS HAVE A BUSINESS RELATIONSHIP. PAUL WOELKERS AND MARY ERWINE HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE UNIVERSITY SHALL BE THE CONFERENCE FOR MERCY HIGHER EDUCATION, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER HAS THE RIGHT TO APPOINT AND REAPPOINT TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | POWERS RESERVED FOR THE SOLE MEMBER INCLUDE: 1. CHANGES IN INSTITUTIONAL PURPOSE 2. APPOINTMENT OF A PRESIDENT OF THE UNIVERSITY 3. MERGER OR CONSOLIDATION OF THE INSTITUTION WITH ANOTHER CORPORATION 4. SALE, MORTGAGE, PURCHASE, OR LEASE OF REAL PROPERTY AFFECTING MORE THAN FIVE PERCENT OF CORPORATE ASSETS, LOANS EXCEEDING FIVE PERCENT OF CORPORATE ASSETS, AND DISPOSITION OF CORPORATE ASSETS EXCEEDING ONE PERCENT OF CORPORATE ASSETS. 5. MATTERS REQUIRED BY CANON LAW 6. APPROVAL OF AMENDMENTS TO THE BY-LAWS |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER PREPARATION, A COMPLETE COPY OF FORMS 990 AND 990-T ARE REVIEWED EXTENSIVELY BY THE UNIVERSITY'S FINANCIAL MANAGEMENT AREA IN CONSULTATION WITH THE UNIVERSITY'S INDEPENDENT TAX PROFESSIONALS. UPON COMPLETION OF THAT REVIEW PROCESS THE UNIVERSITY PROVIDES FORM 990 AND 990-T TO THE UNIVERSITY'S AUDIT COMMITTEE. THE UNIVERSITY'S AUDIT COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF TRUSTEES. AS OUTLINED IN THE AUDIT COMMITTEE CHARTER, ONE OF THE AUDIT COMMITTEE'S RESPONSIBILITIES IS TO ANNUALLY REVIEW AND APPROVE FEDERAL FORM 990 AND FORM 990-T PRIOR TO FILING. AFTER REVIEW AND APPROVAL BY THE AUDIT COMMITTEE, COPIES OF FORMS 990 AND 990-T ARE PROVIDED TO THE FULL BOARD OF TRUSTEES PRIOR TO THE FILING DUE DATE VIA A WEB-BASED SECURE LINK. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UNIVERSITY MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL MEMBERS OF THE BOARD OF TRUSTEES, INSTITUTIONAL OFFICERS, FACULTY AND EMPLOYEES OF THE UNIVERSITY. A DISCLOSURE AND CONFLICT OF INTEREST FORM DETAILS INFORMATION REGARDING SUBSTANTIVE, COMPETING, BUSINESS AND FAMILIAL RELATIONSHIPS THAT MAY REPRESENT A CONFLICT OF INTEREST. ANY SUCH RELATIONSHIPS INCLUDING POSSIBLE SUBSTANTIAL BENEFITS ARE DETAILED ON THE DISCLOSURE AND CONFLICT OF INTEREST FORM. MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO COMPLETE A NEW DISCLOSURE AND CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED BY THE SECRETARY OF THE BOARD OF TRUSTEES AND ANY POTENTIAL CONFLICTS ARE REVIEWED WITH THE PRESIDENT AND THE HUMAN RESOURCES DEPARTMENT AS CONSIDERED NECESSARY. BOARD MEMBERS AND OTHER OFFICERS ABSTAIN FROM ANY DECISIONS MADE BY THE BOARD WHEN A CONFLICT IS PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY'S EXECUTIVE COMMITTEE, WHICH ALSO SERVES AS THE COMPENSATION COMMITTEE, PERIODICALLY ENGAGES AN INDEPENDENT CONSULTING FIRM TO ASSIST IN DETERMINING EXECUTIVE COMPENSATION WITHIN A PRE-DETERMINED COMPENSATION PHILOSOPHY. THE FIRM'S REVIEW IS BASED UPON MARKET EVALUATION OF ITEMS INCLUDING THE UNIVERSITY'S PEER INSTITUTIONS' STATISTICS, FAIR MARKET RANGE WITHIN THE INDUSTRY, AND COMPENSATION AND BENEFITS IN COMPLIANCE WITH APPROPRIATE PROVISIONS OF THE INTERNAL REVENUE CODE. SALARY ADJUSTMENTS AND BONUSES FOR THE PRESIDENT ARE DISCUSSED AND DOCUMENTED AT THE EXECUTIVE COMMITTEE LEVEL. ALL OTHER EMPLOYEES, INCLUDING KEY EMPLOYEES, HAVE THEIR COMPENSATION DECIDED UPON DATE OF HIRE. SUBSEQUENT RAISES ARE DETERMINED BASED ON AN ANNUAL UNIVERSITY-WIDE INCREASE. FAIR MARKET COMPENSATION FOR THE INDUSTRY IS CONSIDERED IN ALL COMPENSATION DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALTHOUGH THE UNIVERSITY DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC, THE DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE UNIVERSITY'S GENERAL INSTITUTIONAL EMPLOYMENT POLICIES/EMPLOYEE BENEFITS POLICY MANUAL. AS A REQUIREMENT OF ITS PUBLIC DEBT RATING, THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS ARE POSTED ANNUALLY TO THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SITE OF THE MUNICIPAL SECURITIES RULEMAKING BOARD ("MSRB") AT EMMA.MSRB.ORG. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT-INTEREST AGREEMENTS -69,134. MINIMUM PENSION LIABILTY ADJUSTMENT 46,700. CULTURAL EVENT REVENUE NOT REPORTED ON FINANCIALS -11,403. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MU REAL ESTATE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LAKE STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813351641 | EIN |
| Primary Activities | REAL ESTATE HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $902 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISERICORDIA UNIVERSITY | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONFERENCE FOR MERCY HIGHER EDUCATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8380 COLESVILLE ROAD STE 300 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SUPPORT OF CATHOLIC HIGHER ED | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| PERPETUAL TRUST (1) | ||||
| INVESTMENTS | PA | PNC BANK | T | 0 |
| PERPETUAL TRUST (1) | ||||
| INVESTMENTS | PA | BNY MELLON WEALTH MGT | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |