GWYNEDD MERCY UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GWYNEDD MERCY UNIVERSITY (EIN 23-1352613)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-28
- IRS object ID
- 202001199349300140
- 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 D
- Schedule E
- 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 | 2020-04-28T15:19:32-05:00 | 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 | 231352613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GWYNEDD MERCY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GWYN | BusinessNameControlTxt |
| Phone | 2156467300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 SUMNEYTOWN PIKE | AddressLine1Txt |
| City | GWYNEDD VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19437 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES TRUSDELL | PersonNm |
| Person Title | VP FOR FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 2156467300 | PhoneNum |
| Signature | 2020-04-15 | 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 | 73.101.37.214 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-15 | IPDt |
| IP Tm | 17:41:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F58787FA80410BAE38B710EAF9FCC5760AD3BCDF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES TRUSDELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 SUMNEYTOWN PIKE | AddressLine1Txt |
| City | GWYNEDD VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $92,303,000 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GMERCYU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | GWYNEDD MERCY UNIVERSITY IS A CATHOLIC UNIVERSITY FOUNDED AND SPONSORED BY THE SISTERS OF MERCY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 1214 | TotalEmployeeCnt |
| Total Volunteers | 74 | TotalVolunteersCnt |
| Total Gross UBI | $30,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $28,876 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,800,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,103,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $75,024,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,055,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,876,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,858,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $795,000 | PYOtherRevenueAmt |
| CY Other Revenue | $903,000 | CYOtherRevenueAmt |
| PY Total Revenue | $80,495,000 | PYTotalRevenueAmt |
| CY Total Revenue | $82,919,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,965,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,943,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,082,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,298,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $62,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $61,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $867,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,385,000 | PYOtherExpensesAmt |
| CY Other Expenses | $27,801,000 | CYOtherExpensesAmt |
| PY Total Expenses | $77,494,000 | PYTotalExpensesAmt |
| CY Total Expenses | $79,103,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,001,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,816,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $116,434,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,791,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $52,065,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,844,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,369,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,947,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS AS FOLLOWS: A CATHOLIC UNIVERSITY, ROOTED IN THE TRADITION OF THE SISTERS OF MERCY, OUR LEARNING COMMUNITY PREPARES STUDENTS FOR SUCCESSFUL CAREERS AND MEANINGFUL LIVES IN A GLOBAL SOCIETY.GWYNEDD MERCY UNIVERSITY IS SHAPED BY OUR CATHOLIC IDENTITY AS WELL AS OUR MERCY HERITAGE AND CHARISM, WITH PROGRAMS DESIGNED TO PREPARE STUDENTS TO LEAD PRODUCTIVE LIVES OF DEEP MEANING AND VALUE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $43,584,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $69,561,000 | RevenueAmt |
| Desc | EDUCATION OF STUDENTS - GWYNEDD AWARDS UNDERGRADUATE AND GRADUATE DEGREES IN NURSING AND ALLIED HEALTH PROFESSIONS, EDUCATION, BUSINESS, AND ARTS AND SCIENCES, IN TRADITIONAL AND ACCELERATED FORMATS, BOTH ON GROUND AND ONLINE, WE PROVIDE STUDENTS WITH A QUALITY HIGHER EDUCATION PRODUCING DISTINCTIVE MERCY GRADUATES.AT GMERCYU, MAKING SURE STUDENTS ARE DEVELOPING THE KNOWLEDGE, SKILLS AND EXPERIENCE THEY NEED TO ACHIEVE THEIR PERSONAL AND PROFESSIONAL GOALS IS AT THE CENTER OF WHAT WE DO. EACH DEGREE PROGRAM INCLUDES A SET OF LEARNING OUTCOMES THAT DEFINES WHAT STUDENTS SHOULD KNOW AND BE ABLE TO DO UPON GRADUATION. AS PART OF OUR COMMITMENT TO PROVIDING STUDENTS WITH A STRONG FOUNDATION IN THE LIBERAL ARTS, WE HAVE ESTABLISHED UNIVERSITY-LEVEL STUDENT OUTCOMES AND LEARNING OUTCOMES FOR OUR GENERAL EDUCATION CORE, FIRST-YEAR EXPERIENCE PROGRAM, AND HONORS PROGRAM. GMERCYU OFFERS SEVERAL COLLEGE STUDY ABROAD PROGRAMS THAT PAVE THE WAY FOR PERSONAL AND PROFESSIONAL GROWTH BEYOND U.S. BORDERS. GWYNEDD ALSO OFFERS AN HONORS PROGRAM THAT IS DEDICATED TO PROVIDING AN ACADEMICALLY RIGOROUS AND CHALLENGING CURRICULUM, STEEPED IN THE LIBERAL ARTS AND SCIENCES, TO ITS BRIGHTEST AND MOST INDUSTRIOUS STUDENTS. THE PROGRAM IS COMMITTED TO PRESERVING AN ACADEMIC CULTURE THAT INSPIRES A GENUINE PASSION FOR LEARNING THROUGH ENHANCED EDUCATIONAL OPPORTUNITIES, THOUGHT-PROVOKING AND STIMULATING COURSES AND DISCUSSIONS THAT WILL SPARK STUDENTS' IMAGINATIONS, BROADEN THEIR SKILLS, AND ENHANCE THEIR RESUMES.GMERCYU TAKES PRIDE IN OFFERING STUDENTS CHALLENGING DEGREE PROGRAMS AND COUNTLESS OPPORTUNITIES FOR PROFESSIONAL EXPERIENCE. WITH A ROBUST SERVICE PROGRAM AND DEEPLY SUPPORTIVE FACULTY AND STAFF, STUDENTS BENEFIT FROM A CLOSE-KNIT COMMUNITY IN WHICH THEY CAN FOCUS ON BUILDING THEIR FUTURE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,943,000 | ExpenseAmt |
| Grant | $21,943,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FINANCIAL AID TO STUDENTS - GWYNEDD PROVIDES ACCESS TO HIGHER EDUCATION FOR ACADEMICALLY GIFTED AS WELL AS ECONOMICALLY CHALLENGED STUDENTS. FOR TRADITIONAL UNDERGRADUATE STUDENTS, 100% OF FULL-TIME, UNDERGRADUATE FRESHMAN & TRANSFER RECEIVED SOME FORM OF INSTITUTIONAL GRANTS/SCHOLARSHIPS (INCLUDING TUITION WAIVER/EXCHANGE), 98% OF ALL FULL-TIME, FIRST-DEGREE UNDERGRADUATE STUDENTS ENROLLED 2018-2019 RECEIVED SOME FORM OF INSTITUTIONAL GRANT/SCHOLARSHIP (INCLUDING TUITION WAIVER/EXCHANGE), 99.7% OF ALL FULL-TIME, FIRST-DEGREE UNDERGRADUATE STUDENTS ENROLLED 2018-2019 RECEIVED SOME FORM OF FINANCIAL AID.GWYNEDD MERCY UNIVERSITY IS COMMITTED TO PRODUCING GRADUATES WHO MAKE THE WORLD A BETTER PLACE. WE OFFER COMPREHENSIVE FINANCIAL AID PACKAGES, INCLUDING GENEROUS SCHOLARSHIPS FOR QUALIFYING STUDENTS, TO SUPPORT THE STUDENTS' PERSONAL AND PROFESSIONAL GOALS. UNDERGRADUATE TUITION IS SET FOR THE ACADEMIC YEAR BASED ON ACADEMIC PROGRAMS. STUDENTS ARE ALSO CHARGED A COMPREHENSIVE FEE WHICH CONTRIBUTES TOWARD THE COSTS OF PROVIDING COMPUTER/TECHNOLOGY ACCESS, ACTIVITIES, USE OF FACILITIES, AND OTHER RESOURCES AND SERVICES GENERALLY AVAILABLE TO ALL STUDENTS. GRADUATE AND ACCELERATED COURSE TUITION IS BILLED PER CREDIT HOUR AND THE ADMINISTRATIVE COSTS OF A STUDENT'S EDUCATION ARE COVERED THROUGH PROGRAM FEES. GWYNEDD MERCY UNIVERSITY OFFERS SEVERAL SCHOLARSHIPS AND GRANTS TO HELP STUDENTS GET A GREAT EDUCATION AT AN AFFORDABLE COST. KNOWN AS "GIFT ASSISTANCE," THESE SCHOLARSHIPS AND GRANTS DO NOT NEED TO BE REPAID, AND GENERALLY ARE RENEWABLE FOR ALL FOUR YEARS. FULL-TIME TRADITIONAL UNDERGRADUATE STUDENTS RECEIVE AWARD LETTERS DETAILING ANY AID FOR WHICH THEY ARE ELIGIBLE. OUR AID PACKAGES ACCOUNT FOR TUITION, FEES, ROOM, BOARD, BOOKS, SUPPLIES, TRANSPORTATION, AND MISCELLANEOUS EXPENSES. A TYPICAL AID PACKAGE INCLUDES GRANTS OR SCHOLARSHIPS, A LOW-INTEREST STUDENT LOAN, AND CAMPUS EMPLOYMENT (UP TO 15 HOURS PER WEEK). UNDERGRADUATES WILL LIKELY RECEIVE THE SAME AMOUNT ALL FOUR YEARS AS LONG AS THEY REAPPLY ANNUALLY, CONTINUE TO MEET ALL CONDITIONS OF THE AWARD, AND THEIR NEED REMAINS ESSENTIALLY UNCHANGED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,886,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,494,000 | RevenueAmt |
| Desc | HOUSING AND MEAL SERVICES FOR STUDENTS - GWYNEDD PROVIDES LIVING ARRANGEMENTS THAT SUPPORT AND ENHANCE EDUCATIONAL AND SOCIAL EXPERIENCES THUS DEVELOPING IMPORTANT LIFE SKILLS. GWYNEDD HAS FOUR RESIDENCE HALLS; TWO ARE DEDICATED TO FIRST-YEAR STUDENTS AND TWO ACCOMMODATE TRANSFER STUDENTS AND SOPHOMORES THROUGH SENIORS. ROOM TYPES RANGE FROM SINGLE AND DOUBLE OCCUPANCY TO LIVING SUITES. HOUSING ASSIGNMENTS ARE MADE BASED ON A VARIETY OF FACTORS INCLUDING CLASS YEAR, GENDER, LIFESTYLE PREFERENCES, ROOMMATE REQUESTS, SPACE AVAILABILITY AND HOUSING DEPOSIT DATE.GWYNEDD OFFERS FLEXIBILITY TO STUDENTS THROUGH ITS DINING OPTIONS. ALL RESIDENTS ARE REQUIRED TO CHOOSE ONE OF THREE MEAL PLANS: 19, 15 OR 10 MEALS A WEEK. A COMMUTE MEAL PLAN WAS ALSO ADDED IN FISCAL 2019 TO BETTER ACCOMMODATE THE NEEDS OF OUR COMMUTER STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $70,413,000 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | 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 | 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 | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1214 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | JENNIFER A GINNETTI CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156467300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 SUMNEYTOWN PIKE | AddressLine1Txt |
| City | GWYNEDD VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19437 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| BARBARA BUCKLEY RSM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE O MCKINES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MALLACH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEANNE D'EMILIO | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $360,131 | $0 | $41,485 | Yes (X) | ||
| DENISE ALLEN WILLIAMS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN FOLEY GUEST | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN STANG MD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| H RAY WELCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN P NELSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN KEELER JD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN CS KEPNER JD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH L ENGLAND | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAWRENCE J STUARDI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET TAYLOR RSM | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ANN DILLON RSM PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY A DUNLEAVY | ||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| OSCAR P VANCE JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSE MARTIN RSM PHD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSEMARY HERRON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN M MEITNER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VLADIMIR BIEN-AIME | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J AVERY DHL | ||||||||
| TRUSTEE EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA B MCHALE | ||||||||
| SECRETARY (NONBOARD MEMBER) | 40.00 | $71,577 | $0 | $21,741 | Yes (X) | |||
| KEVIN O'FLAHERTY | ||||||||
| VP FOR FINANCE & ADMIN. | 40.00 | $234,331 | $0 | $25,021 | Yes (X) | |||
| JAMES TRUSDELL | ||||||||
| VP FOR FIN. & ADMIN. (BEG MARCH '20) | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| DENISE VANACORE | ||||||||
| PROFESSOR OF NURSING | 40.00 | $173,565 | $0 | $31,185 | Yes (X) | |||
| DONNA MOLYNEAUX | ||||||||
| PROFESSOR OF NURSING | 40.00 | $142,794 | $0 | $13,130 | Yes (X) | |||
| GERALD MCLAUGHLIN | ||||||||
| VP FOR INSTITUT. ADVANCE. | 40.00 | $144,951 | $0 | $11,980 | Yes (X) | |||
| KELLY STATMORE | ||||||||
| VP FOR MARKETING & ENROLL. MNGT. | 40.00 | $134,930 | $0 | $29,166 | Yes (X) | |||
| MARY SORTINO | ||||||||
| DEAN OF GRAD. PROF. STUDIES | 40.00 | $135,310 | $0 | $10,301 | Yes (X) | |||
| FRANK SCULLY | ||||||||
| FORMER VP OF ACAD. AFFAIRS | 40.00 | $128,302 | $0 | $17,030 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,525,891 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $201,039 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| SYNERGIS EDUCATION | |||||
| 1820 E RAY ROAD | CHANDLER | AZ | 85225 | RECRUIT./ONBOARDING | $8,465,868 |
| PARKHURST DINING SERVICES | |||||
| PO BOX 644091 | PITTSBURGH | PA | 152644901 | FOOD SVC. CONTRACT | $2,529,246 |
| LAND-TECH ENTERPRISES INC | |||||
| PO BOX 420 | WARRINGTON | PA | 189760420 | CONTRACTING SERVICES | $1,589,710 |
| ELLUCIAN COMPANY LP | |||||
| 2003 EDMUND HALLEY DRIVE | RESTON | VA | 20191 | INFORMATION TECHNOLOGY SERVICES | $778,017 |
| ASSESSMENT TECHNOLOGIES INSTITUTE LLC | |||||
| 11161 OVERBROOK ROAD | LEAWOOD | KS | 66211 | EDUCATIONAL SERVICES | $346,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 29 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $17,000 | FundraisingAmt |
| Government Grants | $793,000 | GovernmentGrantsAmt |
| All Other Contributions | $2,293,000 | AllOtherContributionsAmt |
| Noncash Contributions | $106,000 | NoncashContributionsAmt |
| Total Contributions | $3,103,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $69,561,000 | $69,561,000 |
| AUXILIARY ENTERPRISES | 611710 | $5,494,000 | $5,494,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,055,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $907,000 | TotalRevenueColumnAmt |
| Exclusion | $907,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $183,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,000 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $158,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $30,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $128,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,285,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,334,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,951,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,951,000 | TotalRevenueColumnAmt |
| Exclusion | $2,951,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,000 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,000 | TotalRevenueColumnAmt |
| Exclusion | $16,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ATHLETIC EVENTS | 900099 | $240,000 | $240,000 |
| CAMPUS STORE COMMISSIONS | 900099 | $85,000 | $85,000 |
| PARKING FEES | 900099 | $70,000 | $70,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $334,000 | TotalRevenueColumnAmt |
| Exclusion | $334,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $729,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,919,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $30,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $79,786,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,943,000 | TotalAmt |
| Program Services | $21,943,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $983,000 | TotalAmt |
| Management And General | $983,000 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,542,000 | TotalAmt |
| Program Services | $20,773,000 | ProgramServicesAmt |
| Management And General | $1,310,000 | ManagementAndGeneralAmt |
| Fundraising | $459,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,000 | TotalAmt |
| Program Services | $699,000 | ProgramServicesAmt |
| Management And General | $84,000 | ManagementAndGeneralAmt |
| Fundraising | $23,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,180,000 | TotalAmt |
| Program Services | $2,655,000 | ProgramServicesAmt |
| Management And General | $438,000 | ManagementAndGeneralAmt |
| Fundraising | $87,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,787,000 | TotalAmt |
| Program Services | $1,382,000 | ProgramServicesAmt |
| Management And General | $339,000 | ManagementAndGeneralAmt |
| Fundraising | $66,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,000 | TotalAmt |
| Management And General | $255,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,000 | TotalAmt |
| Management And General | $399,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,000 | TotalAmt |
| Fundraising | $61,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,000 | TotalAmt |
| Management And General | $162,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,277,000 | TotalAmt |
| Program Services | $13,578,000 | ProgramServicesAmt |
| Management And General | $1,684,000 | ManagementAndGeneralAmt |
| Fundraising | $15,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,000 | TotalAmt |
| Program Services | $66,000 | ProgramServicesAmt |
| Management And General | $166,000 | ManagementAndGeneralAmt |
| Fundraising | $1,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,026,000 | TotalAmt |
| Program Services | $1,802,000 | ProgramServicesAmt |
| Management And General | $156,000 | ManagementAndGeneralAmt |
| Fundraising | $68,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,000 | TotalAmt |
| Program Services | $38,000 | ProgramServicesAmt |
| Management And General | $192,000 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,209,000 | TotalAmt |
| Program Services | $1,209,000 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,000 | TotalAmt |
| Program Services | $535,000 | ProgramServicesAmt |
| Management And General | $60,000 | ManagementAndGeneralAmt |
| Fundraising | $21,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,000 | TotalAmt |
| Program Services | $1,157,000 | ProgramServicesAmt |
| Management And General | $46,000 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,187,000 | TotalAmt |
| Program Services | $2,850,000 | ProgramServicesAmt |
| Management And General | $337,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,000 | TotalAmt |
| Program Services | $33,000 | ProgramServicesAmt |
| Management And General | $297,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| UBIT EXPENSE | $5,000 | $5,000 | |
| STUDENT ACTIVITIES | $773,000 | $267,000 | $506,000 |
| BOOKS & PUBLICATIONS | $381,000 | $6,000 | $375,000 |
| ATHLETICS | $334,000 | $334,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181,000 | TotalAmt |
| Program Services | $478,000 | ProgramServicesAmt |
| Management And General | $637,000 | ManagementAndGeneralAmt |
| Fundraising | $66,000 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,103,000 | TotalAmt |
| Program Services | $70,413,000 | ProgramServicesAmt |
| Management And General | $7,823,000 | ManagementAndGeneralAmt |
| Fundraising | $867,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,257,000 | BOYAmt |
| EOY | $13,412,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,590,000 | BOYAmt |
| EOY | $1,802,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,605,000 | BOYAmt |
| EOY | $2,501,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,000 | BOYAmt |
| EOY | $337,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $110,539,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,888,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,033,000 | BOYAmt |
| EOY | $64,651,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,690,000 | BOYAmt |
| EOY | $32,317,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,718,000 | BOYAmt |
| EOY | $1,573,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,000 | BOYAmt |
| EOY | $176,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,434,000 | BOYAmt |
| EOY | $116,791,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,555,000 | BOYAmt |
| EOY | $5,039,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,900,000 | BOYAmt |
| EOY | $4,821,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,481,000 | BOYAmt |
| EOY | $39,140,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,000 | BOYAmt |
| EOY | $261,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,861,000 | BOYAmt |
| EOY | $1,583,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,065,000 | BOYAmt |
| EOY | $50,844,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,545,000 | BOYAmt |
| EOY | $45,077,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,491,000 | BOYAmt |
| EOY | $16,049,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,333,000 | BOYAmt |
| EOY | $4,821,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,369,000 | BOYAmt |
| EOY | $65,947,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,434,000 | BOYAmt |
| EOY | $116,791,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,816,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,238,000 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,068,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,125,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,628,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,800,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,103,000 | CurrentTaxYearAmt |
| Total | $14,724,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,068,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,125,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,628,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,800,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,103,000 | CurrentTaxYearAmt |
| Total | $14,724,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,912,302 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,811,698 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $724,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $792,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $775,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,007,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,090,000 | CurrentTaxYearAmt |
| Total | $4,388,000 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,876 | CurrentTaxYearAmt |
| Total | $48,470 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $390,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $418,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $720,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $734,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $770,000 | CurrentTaxYearAmt |
| Total | $3,032,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,192,470 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $339,750,357 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72680 | 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 | ATHLETIC EVENTS - 2014 AMOUNT: $ 166,000. 2015 AMOUNT: $ 154,000. 2016 AMOUNT: $ 210,000. 2017 AMOUNT: $ 196,000. 2018 AMOUNT: $ 240,000. CAMPUS STORE - 2017 AMOUNT: $ 83,000. 2018 AMOUNT: $ 85,000. CELL TOWER RENT - 2016 AMOUNT: $ 76,000. 2017 AMOUNT: $ 74,000. 2018 AMOUNT: $ 58,000. FEDERAL LOAN PROGRAM - 2016 AMOUNT: $ 4,000. 2017 AMOUNT: $ 4,000. 2018 AMOUNT: $ 14,000. FEES NON-REFUNDABLE - 2016 AMOUNT: $ 21,000. 2017 AMOUNT: $ 26,000. 2018 AMOUNT: $ 62,000. FORFEITED DEPOSITS/ROOM RENTALS - 2014 AMOUNT: $ 174,000. NON-CHARITABLE EVENT RECEIPTS - 2014 AMOUNT: $ 19,000. 2015 AMOUNT: $ 20,000. 2016 AMOUNT: $ 40,000. 2017 AMOUNT: $ 37,000. 2018 AMOUNT: $ 41,000. MERCY VOLUNTEER CORP REV - 2016 AMOUNT: $ 33,000. 2017 AMOUNT: $ 40,000. 2018 AMOUNT: $ 40,000. OTHER INCOME - 2014 AMOUNT: $ 5,000. 2015 AMOUNT: $ 124,000. 2016 AMOUNT: $ 66,000. 2017 AMOUNT: $ 26,000. 2018 AMOUNT: $ 11,000. PARKING FEES - 2015 AMOUNT: $ 61,000. 2016 AMOUNT: $ 61,000. 2017 AMOUNT: $ 63,000. 2018 AMOUNT: $ 70,000. SGA INCOME - 2014 AMOUNT: $ 26,000. 2015 AMOUNT: $ 4,000. 2016 AMOUNT: $ 67,000. 2017 AMOUNT: $ 67,000. 2018 AMOUNT: $ 67,000. STUDENT CHARGE REVENUE - 2015 AMOUNT: $ 55,000. 2016 AMOUNT: $ 116,000. 2017 AMOUNT: $ 86,000. 2018 AMOUNT: $ 48,000. TRANSCRIPT FEES - 2016 AMOUNT: $ 21,000. 2017 AMOUNT: $ 23,000. 2018 AMOUNT: $ 26,000. US TREASURY RESTITUTION - 2016 AMOUNT: $ 5,000. 2017 AMOUNT: $ 5,000. 2018 AMOUNT: $ 5,000. VENDING COMMISSIONS - 2017 AMOUNT: $ 4,000. 2018 AMOUNT: $ 3,000. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | -$7,419 | BeginningBalanceAmt |
| Additions During Year | $40,198,060 | AdditionsDuringYearAmt |
| Distributions During Year | $40,155,471 | DistributionsDuringYearAmt |
| Ending Balance | $35,170 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,143,000 | BeginningYearBalanceAmt |
| Contributions | $2,685,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,395,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,795,000 | OtherExpendituresAmt |
| End Year Balance | $30,428,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,244,000 | BeginningYearBalanceAmt |
| Contributions | $2,115,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,560,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $776,000 | OtherExpendituresAmt |
| End Year Balance | $38,143,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,330,000 | BeginningYearBalanceAmt |
| Contributions | $1,686,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,766,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $538,000 | OtherExpendituresAmt |
| End Year Balance | $34,244,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,895,000 | BeginningYearBalanceAmt |
| Contributions | $1,264,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $839,000 | OtherExpendituresAmt |
| End Year Balance | $29,330,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,981,000 | BeginningYearBalanceAmt |
| Contributions | $2,682,000 | ContributionsAmt |
| Investment Earnings Or Losses | $354,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $494,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $256,000 | OtherExpendituresAmt |
| End Year Balance | $23,267,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47260 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52740 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $96,774,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,973,000 | DepreciationAmt |
| Book Value | $58,801,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,091,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,328,000 | DepreciationAmt |
| Book Value | $1,763,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,618,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,587,000 | DepreciationAmt |
| Book Value | $1,031,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,056,000 | OtherCostOrOtherBasisAmt |
| Book Value | $3,056,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $64,651,000 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL GOVERNMENT INVESTMENT - LOAN PROGRAM | Desc |
| Amt | $1,583,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,583,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $58,626,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,238,000 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$22,105,000 | OtherRevenueAmt |
| Revenue Not Reported | -$24,343,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $82,969,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$50,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$50,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,919,000 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $57,048,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $50,000 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $50,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $56,998,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $22,105,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $22,105,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $79,103,000 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE UNIVERSITY ACTS AS A CUSTODIAN FOR FEDERAL AND STATE GRANTS SUCH AS PELL, PHEAA, AND SEOG. |
| PART IV, LINE 2B: | THE UNIVERSITY HOLDS ROOM DEPOSITS FOR STUDENTS' HOUSING. IF THE HOUSING IS IN AN APPROPRIATELY SUITABLE CONDITION AT THE END OF THE TERM, THE DEPOSITS ARE RETURNED. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE INTENDED TO SUPPORT THE MISSION OF THE ORGANIZATION SPECIFICALLY FOR STUDENT SCHOLARSHIPS AND PROGRAMS. |
| PART X, LINE 2: | THE UNIVERSITY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE THAT REQUIRES A TAX POSITION TO BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. 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 WERE RECOGNIZED IN 2019 OR 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | STUDENT AID -21,943,000. INVESTMENT FEES -162,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -25,000. RENTAL EXPENSES -25,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 25,000. RENTAL EXPENSES 25,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT AID 21,943,000. INVESTMENT FEES 162,000. |
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 | A STATEMENT OF THE UNIVERSITY'S NONDISCRIMINATION POLICY IS INCLUDED IN ALL UNIVERSITY RECRUITING MATERIALS, ON ITS WEB SITE AND IN ALL PUBLISHED ADVERTISEMENTS. |
| SCHEDULE E, PART I, LINE 6 | GWYNEDD MERCY UNIVERSITY RECEIVES FEDERAL FUNDING FROM VARIOUS FEDERAL AND STATE GOVERNMENT AGENCIES UNDER THEIR RESPECTIVE STUDENT FINANCIAL AID ASSISTANCE PROGRAMS. THE UNIVERSITY RECEIVES FUNDING FROM U.S. DEPARTMENT OF EDUCATION UNDER THE FOLLOWING STUDENT FINANCIAL ASSISTANCE PROGRAMS: FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL WORK STUDY, FEDERAL DIRECT LENDING, FEDERAL PELL GRANTS, AND FEDERAL PERKINS AND NURSING LOAN PROGRAMS. ADDITIONALLY, THE UNIVERSITY RECEIVES FEDERAL FUNDING FROM THE U.S. DEPARTMENT OF EDUCATION FOR ITS UPWARD BOUND PROGRAM AND THE DEPARTMENT OF VETERAN AFFAIRS FOR VETERANS ADMINISTRATION TUITION BENEFITS. GENERAL SUPPORT IS PROVIDED TO THE UNIVERSITY FROM PENNSYLVANIA UNDER ITS INSTITUTIONAL ASSISTANCE GRANT PROGRAM TO PRIVATE COLLEGES AND UNIVERSITIES IN THE STATE AND THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE PROGRAM FOR STUDENTS. IN ADDITION, THE UNIVERSITY IS AWARDED SPONSORED RESEARCH AND OTHER PROJECT GRANTS BY VARIOUS FEDERAL AGENCIES, INCLUDING THE NATIONAL SCIENCE FOUNDATION (NSF). |
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 | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SR WODJAK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH BROAD ST STE 850 | AddressLine1Txt |
| City | PHILAELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $61,138 | RetainedByContractorAmt |
| Net To Organization | -$61,138 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $61,138 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$61,138 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $58,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,000 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $100 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $11,400 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,500 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $58,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,000 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $100 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,400 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,000 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,500 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,000 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,000 | 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 AID | GrantTypeTxt |
| Recipient | 7204 | RecipientCnt |
| Cash Grant | $21,943,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OFFICE OF STUDENT FINANCIAL AID PROVIDES SCHOLARSHIPS AND GRANTS TO STUDENTS IN ACCORDANCE WITH UNIVERSITY POLICIES AND DONOR GUIDELINES. THE UNIVERSITY ALSO MAINTAINS COMPREHENSIVE RECORDS OF THE SAME. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEANNE D'EMILIO | ||||||||||||||
| PRESIDENT | $360,131 | $0 | $0 | $0 | $0 | $0 | $18,500 | $0 | $22,985 | $0 | $401,616 | $0 | $0 | $0 |
| KEVIN O'FLAHERTY | ||||||||||||||
| VP FOR FINANCE & ADMIN. | $234,331 | $0 | $0 | $0 | $0 | $0 | $14,846 | $0 | $10,175 | $0 | $259,352 | $0 | $0 | $0 |
| DENISE VANACORE | ||||||||||||||
| PROFESSOR OF NURSING | $173,565 | $0 | $0 | $0 | $0 | $0 | $5,345 | $0 | $25,840 | $0 | $204,750 | $0 | $0 | $0 |
| DONNA MOLYNEAUX | ||||||||||||||
| PROFESSOR OF NURSING | $142,794 | $0 | $0 | $0 | $0 | $0 | $5,608 | $0 | $7,522 | $0 | $155,924 | $0 | $0 | $0 |
| GERALD MCLAUGHLIN | ||||||||||||||
| VP FOR INSTITUT. ADVANCE. | $144,951 | $0 | $0 | $0 | $0 | $0 | $10,347 | $0 | $1,633 | $0 | $156,931 | $0 | $0 | $0 |
| KELLY STATMORE | ||||||||||||||
| VP FOR MARKETING & ENROLL. MNGT. | $134,930 | $0 | $0 | $0 | $0 | $0 | $9,443 | $0 | $19,723 | $0 | $164,096 | $0 | $0 | $0 |
| FRANK SCULLY | ||||||||||||||
| FORMER VP OF ACAD. AFFAIRS | $117,469 | $0 | $0 | $0 | $10,833 | $0 | $0 | $0 | $17,030 | $0 | $145,332 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING ALLOWANCE - DEANNE D'EMILIO, PRESIDENT, RECEIVED A $36,000 HOUSING ALLOWANCE THAT IS INCLUDED IN TAXABLE COMPENSATION. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | Bond Issuer EINBondIssuerEIN |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 700917RSL | 2012-05-10 | $10,000,000 | CAPITAL IMPROVEMENT | 0 | 0 | 0 | |
| MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY | ||||||||
| B | 613603WV7 | 2017-04-27 | $12,668,221 | REFINANCE OUTSTANDING DEBT, CAPITAL EXPENDITURES | 0 | 0 | 0 | 232447147 |
| MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY | ||||||||
| C | 613603ZN2 | 2019-05-01 | $6,058,140 | BOND REOFFERING | 0 | 0 | 0 | 232447147 |
| MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY 2017 V1B | ||||||||
| D | 613603ZP7 | 2019-05-01 | $6,244,440 | BOND REOFFERING | 0 | 0 | 0 | 232447147 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,086,294 | $1,000,568 | $141,215 | $8,981,649 | 2014 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $12,668,221 | $676,503 | $172,877 | 2017 | Yes (1) | 0 | Yes (1) | Yes (1) | $1,615,000 | $11,818,841 | |
| C | $6,058,140 | $54,043 | $450,000 | 2019 | 0 | 0 | Yes (1) | Yes (1) | |||
| D | $6,244,440 | $53,885 | 2019 | 0 | 0 | Yes (1) | 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 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 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 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: PA HIGHER EDUCATION FACILITIES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2019 ISSUER NAME: MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/27/2019 |
| SCHEDULE K, PART II LINE 3 | PROCEEDS DO NOT AGREE TO ISSUE PRICES DUE TO PREMIUMS/DISCOUNTS ON ISSUES. |
| SCHEDULE K, PART II LINE 11 | OTHER SPENT PROCEEDS REPRESENTS REFINANCING OF PREVIOUSLY EXISTING BONDS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY 2017 V1C | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232447147 | BondIssuerEIN |
| CUSIP | 613603ZQ5 | CUSIPNum |
| Bond Issued | 2019-05-01 | BondIssuedDt |
| Issue Price | $6,251,261 | IssuePriceAmt |
| Purpose | BOND REOFFERING | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $6,251,261 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $53,481 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $106,217 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | 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 IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD, THE PRESIDENT, THE VICE CHAIR, ONE OR MORE BOARD COMMITTEE CHAIRS AND ONE OR MORE MEMBERS AT LARGE. THE EXECUTIVE COMMITTEE SHALL INCLUDE AT LEAST TWO SISTERS OF MERCY. THE EXECUTIVE COMMITTEE SHALL TAKE ACTION BETWEEN BOARD MEETINGS CONSISTENT WITH EXISTING BOARD POLICY AND IS FURTHER SUBJECT TO BOARD IMPOSED RESTRICTIONS ON ITS AUTHORITY. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CONFERENCE FOR MERCY HIGHER EDUCATION IS THE SOLE MEMBER AND HAS THE RIGHT TO APPOINT TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD MEMBERS ARE APPROVED BY TRUSTEES AND ULTIMATE APPROVAL IN THE FORMAL ELECTION GOES TO THE CONFERENCE FOR MERCY HIGHER EDUCATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CONFERENCE FOR MERCY HIGHER EDUCATION HAS RESERVED POWERS SUCH AS APPROVAL TO CHANGE THE MISSION OR APPOINT NEW TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CONTROLLER AND VP OF FINANCE PERFORM AN INITIAL REVIEW. THE BOARD'S FINANCE AND AUDIT COMMITTEE THEN REVIEWS THE FORM 990 AT THEIR MEETING AND PRESENTS COMMENTS AT THE FOLLOWING BOARD MEETING. BOARD MEMBERS HAVE ACCESS TO A SECURED WEBSITE TO REVIEW THE FORM 990 PRIOR TO THE DISCUSSION AT THE MARCH BOARD MEETING. THE RETURN IS FILED SUBSEQUENT TO THE BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICERS, TRUSTEES, AND KEY EMPLOYEES DISCLOSE AND SIGN OFF ON ANY CONFLICTS OF INTEREST ON AN ANNUAL CONFLICT OF INTEREST STATEMENT. THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. PER THE GMERCYU CONFLICT OF INTEREST POLICY, IF A CONFLICT OF INTEREST ARISES, THE MATTER IS PRESENTED TO THE BOARD AND/OR EXECUTIVE COMMITTEE, ALTERNATIVES ARE INVESTIGATED, AND IF NO REASONABLE RESOLUTION IS AVAILABLE, THE EXECUTIVE COMMITTEE WILL HOLD A MAJORITY VOTE TO DECIDE WHETHER OR NOT TO ENTER INTO THE TRANSACTION. IF A VIOLATION OF THE CONFLICT OF INTEREST POLICY HAS BEEN DETERMINED, THE EXECUTIVE COMMITTEE WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD HAS DESIGNED A PROCESS FOR DETERMINING THE COMPENSATION OF THE CEO. THE PROCESS INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE COMMITTEE REQUESTED AND RECEIVED A LETTER OF SUBSTANTIATION FROM THE UNIVERSITY'S ATTORNEY IN SUPPORT OF THE PROCESS AND THE TERMS OF THE COMPENSATION. INFORMATION AND DOCUMENTS WERE SHARED WITH THE BOARD IN AN EXECUTIVE SESSION. COMPENSATION TO OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE BOARD CHAIR. WHEN NEEDED, A THIRD PARTY IS USED TO ANALYZE EXECUTIVE COMPENSATION. THE UNIVERSITY HIRED CASAGRANDE CONSULTING DURING THE SPRING OF 2014 TO EVALUATE EXECUTIVE COMPENSATION BASED ON PEERS AND GEOGRAPHICAL DIFFERENTIAL AND PROVIDE AN OPINION OF REASONABLENESS. THESE METHODS ARE DESIGNED TO ENSURE THAT THE EXECUTIVE COMPENSATION IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 71,000. MANAGEMENT AND GENERAL EXPENSES 371,000. FUNDRAISING EXPENSES 15,000. TOTAL EXPENSES 457,000. CONTRACTED FEES: PROGRAM SERVICE EXPENSES 13,507,000. MANAGEMENT AND GENERAL EXPENSES 1,313,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,820,000. |
Schedule R IRS990ScheduleR
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 | 8630 FENTON STREET SUITE 934 | AddressLine1Txt |
| City | SILVER SPRINGS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431973007 | EIN |
| Primary Activities | RELIGIOUS SPONSOR OF THE ORGANIZATION | 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 |
| 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 |