2020-05-14T15:22:57-05:00 2019-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2018-07-01 150532081 Syracuse University % JEAN B GALLIPEAU SYRA 3154433765 SKYTOP OFFICE BLDG SKYTOP RD SYRACUSE NY 132445300 AMIR RAHNAMAY-AZAR SVP AND CFO 3154433765 2020-05-13 true MARY C HANINK P01244578 6179881000 2020-05-12 199.206.0.5 04502320201355000023 2020-05-14 P 9C37FB02EE77A6FF00EC66693955615721E3AD8A F34C744FB1535F6A4C3FBC97DE31B37B32847824 2018 2021-01-29 14:40:06Z KENT SYVERUD CROUSE HINDS HALL SYRACUSE NY 13244 1649760287 false X WWW.SYR.EDU X 1870 NY Syracuse University is a non-profit university devoted to education, teaching, and research. 50 48 17234 1396 18161785 2746005 87651474 70977810 1259947879 1339972061 57816620 109372108 4526769 2833376 1409942742 1523155355 330599224 342244142 0 0 571515855 614235845 0 154821 22068116 382090217 411909444 1284205296 1368544252 125737446 154611103 3035514012 3208471300 801365968 847896412 2234148044 2360574888 X *SEE SCHEDULE O* false false 775254463 335780770 991774422 INSTRUCTION AND DEPARTMENTAL RESEARCH: EXPENDITURES IN THIS AREA INCLUDE SALARIES AND BENEFITS FOR FACULTY, SCHOLARSHIPS AND GRANTS TO STUDENTS, AND SUPPORT FOR FACILITIES AND EQUIPMENT, CONDUCTED FOR THE BENEFIT OF APPROXIMATELY 15,200 UNDERGRADUATE AND 7,600 GRADUATE AND LAW STUDENTS ENROLLED AT SYRACUSE UNIVERSITY. 104367495 163180184 AUXILIARY SERVICES: EXPENDITURES IN THIS AREA INCLUDE THE INFRASTRUCTURE THAT SUPPORTS SYRACUSE UNIVERSITY'S MISSION INCLUDING HOUSING, DINING, BOOKS, INSTRUCTIONAL MATERIALS AND OTHER GOODS AND SERVICES. 67110041 103091860 SPONSORED RESEARCH AND OTHER RELATED ACTIVITIES: EXPENDITURES IN THIS AREA INCLUDE RESEARCH AND SIMILAR ACTIVITY FUNDED BY GRANTS FROM THE PUBLIC, PRIVATE, AND NON-PROFIT SECTORS. 365888929 6202972 81925595 1312620928 true true false true false false false true true true true true false false true true false true true true true false true true true false false true true true true true false false false false false false false true true true true false false true true true true false false true 2482 0 true 17234 true true true true CH CI FR IT SP TU UK false false false true true false false false false true false X 50 48 true false false false false false false true true false false true true true true true true true true false AK AZ CA CO KY MD MA MI NH NC OH OR SC WA X JEAN B GALLIPEAU 3154433765 SKYTOP OFFICE BUILDING SYRACUSE NY 13244 PATRICK J AHEARN TRUSTEE 1.0 0.0 X 0 0 0 RICHARD M ALEXANDER TRUSTEE 3.0 0.0 X 0 0 0 JOANNE F ALPER TRUSTEE 3.0 0.0 X 0 0 0 STEVEN W BALLENTINE VICE CHAIR 3.0 0.0 X 0 0 0 TRACY M BARASH TRUSTEE 1.0 0.0 X 0 0 0 STEVEN W BARNES BOARD CHAIR 10.0 0.0 X 0 0 0 ANDREW T BERLIN TRUSTEE 3.0 0.0 X 0 0 0 LAUREN B CRAMER TRUSTEE 1.0 0.0 X 0 0 0 DARLENE T DEREMER TRUSTEE 3.0 0.0 X 0 0 0 DAVID G EDELSTEIN VICE CHAIR 3.0 0.0 X 0 0 0 STEVEN L EINHORN TRUSTEE 1.0 0.0 X 0 0 0 CLIFFORD J ENSLEY TRUSTEE 1.0 0.0 X 0 0 0 DAVID B FALK TRUSTEE 1.0 0.0 X 0 0 0 HAROLD A 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PORTNOY TRUSTEE 1.0 0.0 X 0 0 0 DOUGLAS A PRESENT TRUSTEE 1.0 0.0 X 0 0 0 JEFFREY M SCRUGGS TRUSTEE 3.0 0.0 X 0 0 0 ROBERT P TAISHOFF TRUSTEE 1.0 0.0 X 0 0 0 RICHARD L THOMPSON TRUSTEE 3.0 0.0 X 0 0 0 MICHAEL G THONIS VICE CHAIR 3.0 0.0 X 0 0 0 MICHAEL TIRICO TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN A WALTERS VICE CHAIR / BOARD CHAIR 10.0 0.0 X 0 0 0 DAVID N WATSON TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL D WOHL TRUSTEE 1.0 0.0 X 0 0 0 HOWARD E WOOLLEY TRUSTEE 1.0 0.0 X 0 0 0 ABDALLAH H YABROUDI TRUSTEE 1.0 0.0 X 0 0 0 KENT SYVERUD CHANCELLOR AND PRESIDENT 60.0 0.0 X X 861589 0 286103 LISA DOLAK SVP & UNIV SECRETARY/PROFESSOR 60.0 0.0 X 322078 0 67118 DANIEL J FRENCH SVP & GENERAL COUNSEL 60.0 0.0 X 550000 0 0 J MICHAEL HAYNIE VICE CHANCELLOR- VETERANS & MA 60.0 0.0 X 506374 0 86994 AMIR RAHNAMAY-AZAR SVP AND CFO 60.0 0.0 X 702229 0 135614 MICHELE WHEATLY VICE CHANCELLOR & PROVOST 60.0 0.0 X 507810 0 104179 M DOLAN EVANOVICH SENIOR VP FOR ENROLLMENT 60.0 0.0 X 662663 0 103000 KARIN RUHLANDT DEAN OF ARTS AND SCIENCES PROF 60.0 0.0 X 334413 0 53691 JAMES A BOEHEIM JR (M) BASKETBALL HEAD COACH 60.0 0.0 X 2753113 0 90147 DINO BABERS FOOTBALL HEAD COACH 60.0 0.0 X 3146177 0 62506 QUENTIN HILLSMAN (W) BASKETBALL HEAD COACH 60.0 0.0 X 834111 0 72574 JOHN WILDHACK ATHLETIC DIRECTOR 60.0 0.0 X 711740 0 58573 EUGENE ANDERSON PROFESSOR 60.0 0.0 X 545700 0 48989 ELIZABETH LIDDY FORMER PROVOST 60.0 0.0 X 464499 0 36626 GEORGE M LANGFORD FORMER DEAN- ARTS & SCIENCE 60.0 0.0 X 165026 0 18943 RYAN WILLIAMS FORMER ASSOC VP FOR ENROLLMENT 60.0 0.0 X 291538 0 43360 GWENN JUDGE FORMER VP CFO (INTERIM) 60.0 0.0 X 266594 0 47395 13625654 0 1315812 858 true true true SHOP ARCHITECTS PC 233 BROADWAY 11TH FL NEW YORK NY 10279 ARCHITECTS 3477296 BARCLAY DAMON LLP 125 EAST JEFFERSON STREET SYRACUSE NY 13202 ATTORNEYS 1973877 VIP STRUCTURES INC ONE WEBSTERS LANDING SYRACUSE NY 132021044 ARCHITECTS 1274274 ASHLEY MCGRAW ARCHITECTS PC 125 EAST JEFFERSON ST 15TH FL SYRACUSE NY 13202 ARCHITIECTS 1493893 ERIC MOWER ASSOCIATES 211 WEST JEFFERSON STREET SYRACUSE NY 13202 CONSULTANTS 1331637 156 382889 70594921 9428174 70977810 INSTRUCTION/DEPARTMENT RESEARCH 611600 991774422 991774422 SPONSORED RESEARCH 611600 103091860 103091860 AUXILIARY-RELATED ACTIVITIES 611710 156597998 156597998 AUXILIARY-UNRELATED ACTIVITIES 541900 6582186 6582186 SHERATON SU HOTEL/CONF CTR 721110 9243963 113293 9130670 72681632 72681632 1339972061 28265098 216 28264882 0 312060 312060 1390070 1090524 299546 0 299546 299546 206156538 101762 125018885 132405 81137653 -30643 81107010 81107010 136175 382889 363118 -226943 -226943 0 0 0 0 0 0 GAIN FROM PARTNERSHIP/ S CORP 525990 2433747 2433747 ALUMNI TOURS 541900 14966 14966 2448713 1523155355 1324259205 18161785 109756555 61175 61175 325471535 325471535 16711432 16711432 0 4875504 810533 3227724 837247 369464 369464 476076325 455486251 8720836 11869238 35281686 33648071 729521 904094 68530725 64805937 1750949 1973839 29102141 27596898 738686 766557 51943 51943 8941215 1921474 6995216 24525 506580 506580 0 154821 154821 3378073 3378073 33722881 30535580 2120135 1067166 3866771 3735908 37802 93061 84044395 82484739 553915 1005741 9517374 9240057 112381 164936 403626 403626 38514111 36947724 1279189 287198 42211621 40057491 280480 1873650 0 5113068 4798461 247923 66684 18711686 18669616 42070 0 77850557 76467581 833508 549468 1081931 1081931 COGS-AUXILIARIES 20879680 20757532 122148 EQUIPMENT NOT CAPITALIZED 12088740 12088740 RENTALS-OTHER 9809252 9735930 20249 53073 UNRELATED BUS. INCOME TAX 1202970 1202970 40012970 38733242 902910 376818 1368544252 1312620928 33855208 22068116 8137984 9567200 291200329 270021521 94512715 108245993 33905546 47592109 0 0 0 0 0 0 5516447 5110672 24624492 28567636 2460251247 1228334671 1127412767 1231916576 575537559 579767643 837678232 896424542 36777207 31257408 0 0 210734 0 3035514012 3208471300 214393641 267867627 0 0 54375558 52890789 423477119 418261555 2290373 2313500 0 0 8843491 8067864 0 0 97985786 98495077 801365968 847896412 X 1472821395 1557106887 272280148 297118835 489046501 506349166 2234148044 2360574888 3035514012 3208471300 X 154611103 -28950800 766541 X false true X true true true X 66210248 82971610 77718255 87651474 70977810 385529397 0 0 66210248 82971610 77718255 87651474 70977810 385529397 22596209 362933188 21583527 15239346 17891223 21204860 29967012 105885968 51068 2763354 206013 4066175 2747005 9833615 247572 286817 120668 72620 136175 863852 502112832 5989841885 0.72281 0.77050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 39364 false true 30000 69364 false LOBBYING ACTIVITIES THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS (GCR) IS THE UNIVERSITY'S DESIGNATED POINT OF CONTACT FOR GOVERNMENT OFFICIALS AND THEIR STAFF. GCR ENSURES ALL CONTACT WITH PUBLIC OFFICIALS IS COMPLIANT WITH LOBBYING RULES AND REGULATIONS AT ALL LEVELS OF FEDERAL, STATE AND LOCAL GOVERNMENT. THEY ARE THE DESIGNATED POINT OF CONTACT FOR GOVERNMENT OFFICIALS, AND ARE RESPONSIBLE FOR COORDINATING AN EFFECTIVE GOVERNMENT RELATIONS PROGRAM. COMMUNICATION CAN BE IN THE FORM OF PHONE CALLS, IN PERSON MEETINGS OR FORMAL LETTERS. STAFFING WITHIN THE OFFICE OF GCR INCLUDES MANAGEMENT, STAFF AND VOLUNTEERS AS NEEDED. SYRACUSE UNIVERSITY, RETAINED AKIN GUMP AS CONSULTANTS AND ADVISORS WITH REGARD TO ASSISTING THE UNIVERSITY WITH THE DEVELOPMENT OF A POLICY AGENDA RELATED TO ISSUES FACING OUR NATION'S VETERANS. AKIN GUMP MONITORED AND EVALUATED VETERANS ISSUES, ADVISED ON THE COMPONENTS OF FEDERAL AGENCY PROGRAMS, BUDGET AND ACTIVITIES, LEGISLATIVE BRANCH VETERANS-FOCUSED POLICY AND ASSISTED IN THE DEVELOPMENT OF A STRATEGY SYRACUSE UNIVERSITY COULD IMPLEMENT TO ACHIEVE GOALS OF SUPPORTING OUR STUDENT-VETERANS, MILITARY FAMILIES AND BROADER MILITARY-CONNECTED COMMUNITY. 724515 46684871 X X X X X CLASSROOM TEACHING false false true X 1328147566 18945653 86554148 12305521 33965877 3224185 1384151784 1232349765 25881930 119021067 11503919 34348777 3252500 1328147566 1130615590 19897013 133588949 11059706 37641158 3050923 1232349765 1140240279 28288110 14580635 10571110 39219377 2702947 1130615590 1156034730 14997390 22803786 10778940 40245749 2570938 1140240279 0.52000 0.48000 true false 28324393 28324393 2056933585 928279270 1128654315 128535770 100282772 28252998 246457499 199772629 46684870 1231916576 HEDGE FUNDS 318257435 F PRIVATE EQUITY FUNDS 548087546 F COMMINGLED FUNDS 30079546 F INVESTMENT ACCT-FINANCIAL INST 15 F 896424542 0 ASSET RETIREMENT OBLIGATIONS 21159106 ACCRUED POSTRETIREMENT BENEFIT 48707540 REFUNDABLE GOVERNMENT LOANS 28628431 98495077 X 1151626762 -28950800 -340603753 -369554553 1521181315 3427582 -1453542 1974040 1523155355 1025446065 2251962 2251962 1023194103 3427582 341922567 345350149 1368544252 ORGANIZATION'S COLLECTIONS, PART III, LINE 4 SYRACUSE UNIVERSITY HAS A DIVERSE COLLECTION OF ART, HISTORICAL TREASURES AND OTHER SIMILAR ASSETS, INCLUDING FINE ART AND ETHNOGRAPHIC OBJECTS, LEGAL BOOKS, ARCHIVAL RECORDS, LIBRARY COLLECTIONS AND SPECIAL COLLECTIONS. THE PRIMARY PURPOSE OF SYRACUSE UNIVERSITY'S COLLECTIONS IS TO COLLECT AND PRESERVE THE CULTURAL AND HISTORICAL RECORD FOR GENERATIONS OF STUDENTS AND SCHOLARS. SYRACUSE UNIVERSITY ART GALLERIES - THE ART COLLECTION IS COMPRISED OF A DIVERSE, ENCYCLOPEDIC GROUP OF FINE ART AND ETHNOGRAPHIC OBJECTS BY INTERNATIONAL MAKERS AND REPRESENTS STYLES AND TIME PERIODS FROM PRE-HISTORY TO THE PRESENT. THE ART COLLECTION PROVIDES A MEANINGFUL EDUCATIONAL EXPERIENCE AND ENCOUNTER WITH THE VISUAL ARTS FOR STUDENTS, FACULTY, STAFF AND THE PUBLIC. LAW LIBRARY - THE LAW BOOK COLLECTION IS COMPRISED OF A DIVERSE AND HISTORIC GROUP OF LAW BOOKS. THE LAW LIBRARY PROVIDES ACCESS TO INFORMATION IN ORDER TO ASSIST IN DISCOVERING, OBTAINING AND UNDERSTANDING THE COMPLEX RESEARCH TOOLS OF THE LEGAL PROFESSION. ARCHIVES - THE SYRACUSE UNIVERSITY ARCHIVES IS AN INFORMATION AND RESEARCH CENTER FOR FACULTY, STAFF, STUDENTS AND OTHERS INTERESTED IN THE HISTORY OF SYRACUSE UNIVERSITY. IT IS DEDICATED TO PRESERVING RECORDS THAT DOCUMENT THE HISTORY, ORGANIZATION POLICIES, ACTIVITIES, AND PEOPLE OF SYRACUSE UNIVERSITY, AND MAKING THOSE RECORDS AVAILABLE TO RESEARCHERS AND OTHER INTERESTED PARTIES. THE ARCHIVES ACCEPTS MATERIALS FROM SCHOOLS, COLLEGES AND DEPARTMENTS, ALUMNI, THE GENERAL PUBLIC AND SYRACUSE UNIVERSITY'S CLUBS AND ORGANIZATIONS. THE ARCHIVES DOES, ON OCCASION, SOLICIT MATERIAL FROM FACULTY AND OTHERS THAT WILL ENHANCE THE OVERALL RESEARCH VALUE OF THE COLLECTION. TO BE ELIGIBLE FOR INCLUSION, THE RECORDS MUST HAVE SOME CONNECTION TO SYRACUSE UNIVERSITY. ARCHIVAL RECORDS INCLUDE, BUT ARE NOT LIMITED TO, THE RECORDS OF THE CHANCELLOR AND THE BOARD OF TRUSTEES; MINUTES, CORRESPONDENCE AND REPORTS OF SCHOOLS, COLLEGES AND DEPARTMENTS; PAPERS OF FACULTY, STAFF AND ALUMNI; CURRICULUM INFORMATION INCLUDING ON-LINE CLASSES; PUBLICATIONS; PHOTOGRAPHS, SLIDES, VIDEOTAPES AND MOTION PICTURE FILMS; THESES AND DISSERTATIONS; NEWSPAPER CLIPPINGS; AND MEMORABILIA. LIBRARY - THE IDEA OF THE LIBRARY - A REFUGE FOR HUMAN KNOWLEDGE - IS TIMELESS. SYRACUSE UNIVERSITY LIBRARY'S COLLECTIONS SPAN 4,000 YEARS AND RANGE FROM SUMERIAN CUNEIFORM TABLETS TO 21ST CENTURY DIGITAL DATA SETS. EVEN WHILE THE TYPES AND FORMS OF KNOWLEDGE CHANGE, THE LIBRARY STRIVES TO KEEP PACE, NEVER LOSING SIGHT OF ITS PURPOSE: TO COLLECT AND PRESERVE THE CULTURAL RECORD FOR GENERATIONS OF STUDENTS AND SCHOLARS. SPECIAL COLLECTIONS - THE SPECIAL COLLECTIONS RESEARCH CENTER MAINTAINS AND PROVIDES ACCESS TO DISTINGUISHED COLLECTIONS OF RARE BOOKS, MANUSCRIPTS, AND OTHER ARCHIVAL MATERIALS. SYRACUSE UNIVERSITY STUDENTS, FACULTY, STAFF, AND OTHER SCHOLARS HAVE AVAILABLE TO THEM MORE THAN 100,000 PRINTED WORKS AND 2,000 ARCHIVAL COLLECTIONS, INCLUDING IMPORTANT EDITIONS, MANUSCRIPTS, DOCUMENTS, LETTERS, DIARIES, DRAWINGS, PHOTOGRAPHS AND MEMORABILIA. ESCROW ACCOUNT LIABILITY, PART IV, LINE 2B SYRACUSE UNIVERSITY MAINTAINS A LIMITED NUMBER OF AGENCY FUNDS, WHICH IT HOLDS AS CUSTODIAN OR FISCAL AGENT FOR STUDENT ORGANIZATIONS AND/OR OUTSIDE ORGANIZATIONS AS AN ACCOMMODATION TO THE ORGANIZATION. THE ORGANIZATIONS ARE THEN ALLOWED TO UTILIZE SYRACUSE UNIVERSITY'S FINANCIAL SYSTEMS AND RESOURCES TO PROCESS TRANSACTIONS AGAINST THESE FUNDS. ENDOWMENT FUNDS CONTRIBUTIONS, PART V, LINE 4 THE UNIVERSITY ENDOWMENT CONSISTS OF APPROXIMATELY 2,400 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES; INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE UNIVERSITY TO FUNCTION AS ENDOWMENTS. SPENDING FROM THE UNIVERSITY'S ENDOWMENTS IS DONOR RESTRICTED TO VARIOUS PURPOSES. A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGRADUATE, GRADUATE AND LAW SCHOOL STUDENTS. SOME OF THE OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF DEPARTMENT CHAIRS AND PROFESSORSHIPS, SUPPORT FOR VARIOUS UNIVERSITY CENTERS, AND SUPPORT FOR THE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. THE UNIVERSITY'S SPENDING POLICY, WHICH UTILIZES AN ANNUAL DISTRIBUTION PER UNIT MULTIPLIED BY THE PERCENTAGE APPROVED BY THE TRUSTEE AND INVESTMENT AND ENDOWMENT COMMITTEE, IS DESIGNED TO PROVIDE THE UNIVERSITY A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENTS REAL VALUE. FIN 48 (ASC 740) FOOTNOTE, PART X, LINE 2 THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. ORANGE INSURANCE COMPANY, LLC AND SYRACUSE UNIVERSITY HOTEL AND CONFERENCE CENTER LLC, WHOLLY OWNED BY THE UNIVERSITY, ARE REPORTED IN THE UNIVERSITY'S INCOME TAX FILINGS. SYRACUSE ALUMNI ASSOCIATION, INC. IS A TAX-EXEMPT ORGANIZATION, OF WHICH THE UNIVERSITY IS THE SOLE MEMBER THAT FILES ITS OWN TAX RETURNS. DRUMLINS, INC. IS A TAXABLE SUBSIDIARY OF THE UNIVERSITY, FILING ITS OWN TAX RETURNS. THE SYRACUSE UNIVERSITY (USA) LONDON PROGRAM, CREATED FOR THE ADVANCEMENT OF EDUCATION, IS A REGISTERED CHARITY UNDER THE LAWS OF ENGLAND. THE INCOME TAX CONSEQUENCES, IF ANY, FROM THESE ENTITIES ARE REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND DO NOT HAVE A MATERIAL EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, ON THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURN PART XI, LINE 2D REVENUES OF SUBSIDIARIES $1,318,814 FINANCIAL AID $(341,922,567) ------------------ TOTAL $(340,603,753) OTHER REVENUE INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTS PART XI, LINE 4B RENTAL/FUNDRAISING EXPENSES $ (1,453,642) GAIN ON DISPOSAL $ 100 -------------- TOTAL $ (1,453,542) OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURN PART XII, LINE 2D POSTRETIREMENT BENEFIT OBLIGATION $(766,541) EXPENSES OF SUBSIDIARIES $ 1,564,961 RENTAL/FUNDRAISING EXPENSES $ 1,453,642 GAIN ON DISPOSAL $ (100) ---------------- TOTAL $2,251,962 OTHER EXPENSES INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTS PART XII LINE 4B FINANCIAL AID $ 341,922,567 true true false true true true true false false false false false false false false true false true NONDISCRIMINATORY POLICY LINE 3 Syracuse University's racial nondiscrimination policy as to students is disclosed in all of its brochures and catalogues dealing with student admissions, programs, and scholarships and in other written advertising used to inform prospective students of the University's programs. In addition, the University has demonstrated that it follows this policy by continuously enrolling students of racial minority groups in meaningful numbers. Accordingly, Syracuse University meets the requirements of Rev. Proc. 75-50 (see section 4.03(2)(b)). Syracuse University's policies can also be found at: supolicies.syr.edu. FINANCIAL AID OR ASSISTANCE LINE 6A THE UNIVERSITY RECEIVES FINANCIAL AID AND/OR ASSISTANCE FROM FEDERAL AGENCIES, SUCH AS THOSE PROVIDING FEDERAL DIRECT LOANS ($158,300,436), PELL GRANTS ($13,625,977), FEDERAL WORK STUDY PROGRAM ($2,695,218), AND FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT ($2,867,689). true Central America and the Caribbean Investments 308558090 Central America and the Caribbean Program Services HIGHER ED 129346 Central America and the Caribbean Grantmaking 33193 East Asia and the Pacific Investments 375164 East Asia and the Pacific 2 21 Program Services HIGHER ED 4655748 East Asia and the Pacific Grantmaking 2266870 East Asia and the Pacific Fundraising 35954 Europe (Including Iceland and Greenland) Investments 23204018 Europe (Including Iceland and Greenland) 4 190 Program Services HIGHER ED 22014030 Europe (Including Iceland and Greenland) Grantmaking 13463222 Europe (Including Iceland and Greenland) Fundraising 67880 Middle East and North Africa Investments 470 Middle East and North Africa Program Services HIGHER ED 212249 Middle East and North Africa Grantmaking 279783 North America Investments 3401035 North America Program Services HIGHER ED 458798 Russia and the Newly Independent States Program Services HIGHER ED 54730 Russia and the Newly Independent States Grantmaking 3690 South America 1 9 Program Services HIGHER ED 798311 South America Grantmaking 303816 South Asia Program Services HIGHER ED 348740 South Asia Grantmaking 87162 Sub-Saharan Africa Program Services HIGHER ED 157726 Sub-Saharan Africa Grantmaking 273695 Middle East and North Africa Fundraising 429 South America Fundraising 16397 6 211 1 9 7 220 379210580 1989966 381200546 SCHOLARSHIPS Central America and the Caribbean 1 33193 TUITION DISC SCHOLARSHIPS East Asia and the Pacific 217 2266870 TUITION DISC SCHOLARSHIPS Europe (Including Iceland and Greenland) 1372 13463223 TUITION DISC SCHOLARSHIPS Middle East and North Africa 30 279783 TUITION DISC SCHOLARSHIPS South America 25 303816 TUITION DISC SCHOLARSHIPS South Asia 12 87162 TUITION DISC SCHOLARSHIPS Sub-Saharan Africa 30 273695 TUITION DISC SCHOLARSHIPS Russia and the Newly Independent States 3 3690 TUITION DISC true false true true true true MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. PART I, LINE 2 SU PROVIDED MORE THAN $16.7 MILLION IN INSTITUTIONAL FINANCIAL AID TO STUDENTS IN THE FISCAL YEAR ENDED JUNE 30, 2019. THE AID PROVIDED CONSISTS OF A COMBINATION OF NEED-BASED AND MERIT-BASED GRANTS. MOST SCHOLARSHIPS ARE NEED-BASED. STUDENTS MUST APPLY FOR NEED-BASED FINANCIAL AID AWARDS BY COMPLETING THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THIS IS A STANDARD FORM USED IN HIGHER EDUCATION FOR THIS PURPOSE. BOTH NEED-BASED AND MERIT-BASED AID PROVIDED TO STUDENTS IS APPLIED BY THE UNIVERSITY DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. FINANCIAL AID IS GENERALLY LIMITED TO THE AMOUNT OF TUITION, BUT CAN ALSO INCLUDE PARTIAL FUNDING FOR THE PROGRAM FEE (HOUSING AND FIELD TRIPS). BASIS OF ACCOUNTING PART I, LINE 3, COLUMN F THE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL. NUMBER OF RECIPIENTS PART III, COLUMN (C) THE NUMBER OF RECIPIENTS WHO RECEIVED SCHOLARSHIPS WAS DERIVED BY QUERYING THE INDIVIDUAL STUDENT DATABASE IN THE STUDENT RECEIVABLE SYSTEM FOR ACADEMIC TERMS WITHIN THE FISCAL YEAR ENDED JUNE 30, 2019. THE QUERY LOOKED FOR TUITION DISCOUNT (FINANCIAL AID) AND OTHER ASSISTANCE USING THE DEFINITION OF SUCH ITEMS AS REPORTED IN THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. THIS PRODUCED A REPORT OF ALL STUDENTS WHO RECEIVED AID. RECOGNIZING THAT A STUDENT COULD BE RECEIVING AID IN MORE THAN ONE ACADEMIC TERM, THE INFORMATION WAS THEN SORTED BY INDIVIDUAL AND THE STUDENT WAS COUNTED ONLY ONCE. X X true RKD GROUP LLC 3400 WATERVIEW PARKWAY SUITE 250 RICHARDSON TX 75080 CONSULTING FEES false 41498 154821 41498 41498 154821 41498 All States Mirror Awards 228059 181600 46459 213946 Newhouse Toner 180935 160020 20915 66951 3 110070 41269 68801 48073 34148 519064 382889 136175 48073 315045 363118 -226943 true CROUSE HEALTH FOUNDATION 736 IRVING AVE SYRACUSE NY 13202 161035427 501(C)(3) 9250 SUPPORT SUNDANCE INSTITUTE 5900 WILSHIRE BLVD STE 800 LOS ANGELES CA 90036 870361394 501(C)(3) 24650 SUPPORT SU THEATRE CORPORATION 820 EAST GENESEE STREET SYRACUSE NY 13210 150623468 501(C)(3) 5625 SUPPORT THE INTREPID MUSEUM FOUNDATION W 46TH 12 AVE NEW YORK NY 10036 133062419 501(C)(3) 13000 SUPPORT LONGHOUSE COUNCIL OF BOY SCOUTS OF AMERICA 2803 BREWERTON RD SYRACUSE NY 13211 160966978 501(C)(3) 8650 SUPPORT 5 SU STUDENT SCHOLARSHIPS AND FINANCIAL AID 16369 314751496 SEOG 2115 2867689 HEOP 286 1388978 ROOM AND BOARD 589 6202972 PROVISION OF BOOKS AND SUPPLIES 354 260400 FMV BOOKS AND SUPPLIES MONITORING THE USE OF GRANT FUNDS IN THE U.S. PART I, LINE 2 SYRACUSE UNIVERSITY PROVIDED APPROXIMATELY $325 MILLION IN INSTITUTIONAL AID TO UNDERGRADUATE AND GRADUATE STUDENTS IN THE FISCAL YEAR ENDED JUNE 30, 2019. THE AID PROVIDED CONSISTS OF A COMBINATION OF NEED-BASED AND MERIT-BASED GRANTS. STUDENTS MUST APPLY FOR THESE FINANCIAL AID AWARDS BY COMPLETING TWO FORMS THAT ESTABLISH ELIGIBILITY FOR NEED-BASED AID: THE COLLEGE SCHOLARSHIP SERVICE FINANCIAL AID PROFILE; AND THE FREE APPLICATION FOR FEDERAL STUDENT AID. THESE ARE STANDARD FORMS USED IN HIGHER EDUCATION FOR THIS PURPOSE. BOTH NEED-BASED AND MERIT-BASED AID PROVIDED TO STUDENTS IS APPLIED BY THE UNIVERSITY DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. MERIT SCHOLARSHIPS ARE GENERALLY LIMITED TO THE AMOUNT OF TUITION. STUDENTS REACHING THE "TUITIONARE INELIGIBLE FOR ADDITIONAL SCHOLARSHIPS FROM THE UNIVERSITY. NEED-BASED AID CAN BE USED FOR ALL EDUCATIONAL RELATED EXPENSES IN ADDITION TO TUITION. GRANTS TO ORGANIZATIONS IN THE U.S. PART II THE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO THE CROUSE HEALTH FOUNDATION, SUNDANCE INSTITUTE, S.U. THEATRE CORPORATION, THE INTREPID MUSEUM FOUNDATION AND LONGHOUSE COUNCIL OF BOY SCOUTS OF AMERICA AND RECEIVED ACKNOWLEDGMENT THAT MONIES REPRESENT CHARITABLE CONTRIBUTIONS FOR EACH ORGANIZATION'S EXEMPT PURPOSE. NUMBER OF RECIPIENTS PART III, COLUMN B THE NUMBER OF RECIPIENTS WHO RECEIVED SCHOLARSHIPS WAS DERIVED BY QUERYING THE INDIVIDUAL STUDENT DATABASE IN THE STUDENT RECEIVABLE SYSTEM FOR ACADEMIC TERMS WITHIN THE FISCAL YEAR ENDED JUNE 30, 2019. THE QUERY LOOKED FOR TUITION DISCOUNT (FINANCIAL AID) AND OTHER ASSISTANCE USING THE DEFINITION OF SUCH ITEMS AS REPORTED IN THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. THIS PRODUCED A REPORT OF ALL STUDENTS WHO RECEIVED AID. RECOGNIZING THAT A STUDENT COULD BE RECEIVING AID IN MORE THAN ONE ACADEMIC TERM, THE INFORMATION WAS THEN SORTED BY INDIVIDUAL AND THE STUDENT WAS COUNTED ONLY ONCE PER FINANCIAL AID TYPE. X X X X X true true X X X X X false true false false false false false true false KENT SYVERUD CHANCELLOR AND PRESIDENT 826668 0 0 0 34921 0 252500 0 33603 0 1147692 0 0 0 LISA DOLAK SVP & UNIV SECRETARY/PROFESSOR 321820 0 0 0 258 0 57500 0 9618 0 389196 0 0 0 DANIEL J FRENCH SVP & GENERAL COUNSEL 550000 0 0 0 0 0 0 0 0 0 550000 0 0 0 J MICHAEL HAYNIE VICE CHANCELLOR- VETERANS & MA 440145 0 65663 0 566 0 77500 0 9494 0 593368 0 0 0 AMIR RAHNAMAY-AZAR SVP AND CFO 577545 0 115000 0 9684 0 127500 0 8114 0 837843 0 0 0 MICHELE WHEATLY VICE CHANCELLOR & PROVOST 507414 0 0 0 396 0 78750 0 25429 0 611989 0 0 0 M DOLAN EVANOVICH SENIOR VP FOR ENROLLMENT 501706 0 50000 0 110957 0 77500 0 25500 0 765663 0 108000 0 KARIN RUHLANDT DEAN OF ARTS AND SCIENCES PROF 333945 0 0 0 468 0 27500 0 26191 0 388104 0 0 0 JAMES A BOEHEIM JR (M) BASKETBALL HEAD COACH 2414467 0 190000 0 148646 0 67500 0 22647 0 2843260 0 40000 0 DINO BABERS FOOTBALL HEAD COACH 2139320 0 950000 0 56857 0 27500 0 35006 0 3208683 0 0 0 QUENTIN HILLSMAN (W) BASKETBALL HEAD COACH 715271 0 30000 0 88840 0 42500 0 30074 0 906685 0 60000 0 JOHN WILDHACK ATHLETIC DIRECTOR 629940 0 62500 0 19300 0 27500 0 31073 0 770313 0 0 0 EUGENE ANDERSON PROFESSOR 545442 0 0 0 258 0 27500 0 21489 0 594689 0 0 0 GWENN JUDGE FORMER VP CFO (INTERIM) 266594 0 0 0 0 0 27500 0 19895 0 313989 0 0 0 ELIZABETH LIDDY FORMER PROVOST 463696 0 0 0 803 0 27500 0 9126 0 501125 0 0 0 GEORGE M LANGFORD FORMER DEAN- ARTS & SCIENCE 165026 0 0 0 0 0 16706 0 2237 0 183969 0 0 0 RYAN WILLIAMS FORMER ASSOC VP FOR ENROLLMENT 291538 0 0 0 0 0 27500 0 15860 0 334898 0 0 0 SUPPLEMENTAL INFORMATION FIRST-CLASS TRAVEL UNIVERSITY POLICY ALLOWS, IN CERTAIN SITUATIONS, EMPLOYEES TO TRAVEL VIA FIRST-CLASS AIRFARE WHILE ON UNIVERSITY BUSINESS. AS A RESULT OF THIS POLICY, CERTAIN HIGHLY COMPENSATED EMPLOYEES INCLUDED IN THIS FILING AT TIMES UTILIZED FIRST-CLASS AIRFARE FOR UNIVERSITY BUSINESS TRAVEL DURING CALENDAR YEAR 2018. CHARTER TRAVEL CERTAIN SYRACUSE UNIVERSITY OFFICERS AND HIGHLY COMPENSATED EMPLOYEES UTILIZED CHARTER AIRLINE TRAVEL FOR BUSINESS PURPOSES. CHARTER TRAVEL ELIMINATES THE TIME CONSTRAINTS OF COMMERCIAL AIR TRAVEL, IS COST EFFECTIVE AND PERMITS GREATER SUPERVISION OF STUDENTS. TRAVEL FOR COMPANIONS CERTAIN OFFICERS HAD COMPANION TRAVEL. THIS TRAVEL WAS DETERMINED TO BE BUSINESS OR PERSONAL AND TAXABLE, BASED UPON THE FACTS AND CIRCUMSTANCES OF EACH SPECIFIC INCIDENCE, AND WAS TREATED ACCORDINGLY, FOR REPORTING PURPOSES. GROSS-UP PAYMENTS AN OFFICER RECEIVED A GROSS-UP PAYMENT RELATING TO A TAXABLE TUITION OR TAXABLE TRAVEL BENEFIT WHICH WAS INCLUDED IN THE INDIVIDUAL'S COMPENSATION REPORTED ON FORM W-2. HOUSING ALLOWANCE THE CHANCELLOR IS PROVIDED WITH LODGING BENEFITS AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER. INCLUDED IN SCHEDULE J, PART II, COLUMN (D) IS THE COMPUTED NON-TAXABLE MARKET VALUE OF THE CHANCELLOR'S OCCUPANCY OF SUCH PREMISES. HEALTH OR SOCIAL CLUB DUES CERTAIN HIGHLY COMPENSATED EMPLOYEES RECEIVED MEMBERSHIPS IN HEALTH OR SOCIAL CLUBS. CLUB DUES ARE DETERMINED TO BE TAXABLE OR NON-TAXABLE BASED UPON THE PERCENTAGE OF BUSINESS AND PERSONAL USE AS REPORTED ON CLUB USE CERTIFICATION STATEMENTS SUBMITTED BY THE INDIVIDUALS WITH THE MEMBERSHIPS. THE TAXABLE PORTION WAS INCLUDED IN THE INDIVIDUAL'S COMPENSATION REPORTED ON FORM W-2. PERSONAL SERVICES AS PART OF THE UNIVERSITY'S EMPLOYMENT ARRANGEMENT FOR THE CHANCELLOR, SU PROVIDES A RESIDENCE MANAGER AT THE UNIVERSITY-OWNED OFFICIAL CHANCELLOR'S RESIDENCE. THE CHANCELLOR REIMBURSES THE UNIVERSITY FOR THE VALUE OF ANY NON-UNIVERSITY RELATED PERSONAL USE THROUGH AN AFTER-TAX DEDUCTION TAKEN FROM HIS SEMI-MONTHLY PAY. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B CERTAIN OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: CONTRIBUTIONS MADE: KENT SYVERUD $225,000 LISA DOLAK 30,000 J. MICHAEL HAYNIE 50,000 AMIR RAHNAMAY-AZAR 100,000 MICHELE WHEATLY 51,250 M. DOLAN EVANOVICH 50,000 JAMES A. BOEHEIM JR. 40,000 QUENTIN HILLSMAN 15,000 DISTRIBUTIONS FROM: M. DOLAN EVANOVICH $110,878 JAMES A. BOEHEIM JR. 80,000 QUENTIN HILLSMAN 75,000 NON-FIXED PAYMENTS PART I, LINE 7 CERTAIN OFFICER RECEIVED AN OVERLOAD/EXTRA SERVICE PAYMENT. AN OVERLOAD/EXTRA SERVICE PAYMENT IS FOR RECOGNITION OF SERVICES ABOVE NORMAL JOB RESPONSIBILITIES. THESE PAYMENTS WERE INCLUDED IN THE INDIVIDUAL'S COMPENSATION REPORTED ON FORM W-2. COMPENSATION FOR SERVICES RENDERED TO SU SCHEDULE J, PART II, SUPPLEMENTAL INFORMATION THE FOLLOWING IS INCLUDED IN THE BASE COMPENSATION REPORTED IN PART II, COLUMN (B) (I): DANIEL J. FRENCH'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $550,000 WAS PAID BY BARCLAY DAMON, AN UNRELATED ORGANIZATION. JAMES A. BOEHEIM JR.'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $2,414,467, INCLUDES $2,288,313 PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2, AND NET INCOME OF $126,154 REALIZED BY BIG ORANGE BASKETBALL CAMP FROM CONDUCTING A SUMMER BASKETBALL CAMP WHICH IS NOT REQUIRED TO BE AND WAS NOT REPORTED BY THE UNIVERSITY ON FORM W-2 OR FORM 1099. DINO BABERS' TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $2,139,320, WAS PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2. DINO BABERS FOOTBALL CAMPS, LLC REALIZED A NET LOSS OF $37,978 FROM CONDUCTING SUMMER FOOTBALL CAMPS WHICH HAS NOT BEEN INCLUDED IN PART II, COLUMN (B)(I) AND WAS NOT REPORTED BY THE UNIVERSITY ON FORM W-2 OR FORM 1099. QUENTIN HILLSMAN'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $715,271, WAS PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2. QUENTIN HILLSMAN ENTERPRISE INC. REALIZED A NET LOSS OF $5,070 FROM CONDUCTING SUMMER BASKETBALL CAMPS WHICH HAS NOT BEEN INCLUDED IN PART II, COLUMN (B)(I) AND WAS NOT REPORTED BY THE UNIVERSITY ON FORM W-2 OR FORM 1099. A CITY OF SYRACUSE IND DEV AGENCY 161231050 8717120BU 2005-12-13 80000000 CAPITAL IMPROVEMENT & ACQUISITION false false false B CITY OF SYRACUSE IND DEV AGYONON CTY IDA 161231050 871720BZO 2008-01-30 105000000 CONSTRUCTION & EQUIPMENT false false false C TRUST FOR CULTURAL RESOURCES CO OF ONONDAGA 800516646 68276FAL4 2010-01-14 40896714 MULTI-PURPOSE ISSUE -NON-REFUNDING false false false D TRUST FOR CULTURAL RESOURCES CO OF ONONDAGA 800516646 68276FAL4 2010-01-14 70440000 MULTI-PURP. ISSUE -REFUNDING BONDS false false false A 0 0 84386885 0 5413741 0 1339056 681104 0 76952984 0 0 2008 false false true true B 12325000 0 106128306 0 1709200 0 631443 42000 0 103745663 0 0 2010 false false true true C 1455000 0 40898838 0 0 0 401811 22487 0 40474540 0 0 2014 false false true true D 0 0 70440000 0 0 0 518439 29013 0 0 69892548 0 2010 true false true true A false true false true false 0.00023 0.00023 false false false true B false false false true false 0 false false false true C false false false true false 0.00075 0.00075 false false false true D 0 A false false false true true true GOLDMAN SACHS 30. false false false 0 false true B false false false true true true GOLDMAN SACHS 30. false false false 0 false true C false false false true true true MORGAN STANLEY 20. false false false 0 true true D false false false true true true MORGAN STANLEY 20. false false false 0 false true A true B true C true D true SUPPLEMENTAL INFORMATION SCHEDULE K, PART I, LINE B THIS FINANCING CONSISTED OF TWO BOND ISSUES THAT WERE SOLD AND ISSUED ON THE SAME DATE, PURSUANT TO A SINGLE PLAN OF FINANCING, WHICH ARE TREATED AS A SINGLE BOND ISSUE FOR TAX PURPOSES. THE ISSUER NAME, EIN, AND CUSIP NUMBER FOR THE TWO ISSUES ARE AS FOLLOWS: (A) ISSUER NAME (B)ISSUER EIN (C) CUSIP# AMOUNT CITY OF SYRACUSE INDUST. DEV. AGENCY 16-1231050 871720BZO $70M ONONDAGA COUNTY INDUST. DEV. AGENCY 16-0193714 682747HG8 $35M PROCEEDS OF BOND ISSUE SCHEDULE K, PART I, COLUMN E AND PART II, LINE 3 DIFFERENCES BETWEEN THE ISSUE PRICE IN PART I AND THE TOTAL PROCEEDS OF ISSUE IN PART II CONSIST SOLELY OF EARNINGS OF CASH WITH TRUSTEE BALANCES. SPECIFIC AMOUNTS OF EARNINGS INCLUDED IN PART II NOT INCLUDED IN PART I ARE AS FOLLOWS: COLUMN A 11/30/2015 ISSUE: 4,386,885 COLUMN B 12/31/2017 ISSUE: 1,128,306 COLUMN C 12/31/2014 ISSUE: 2,124 COLUMN A 06/30/2015 ISSUE: 9,056 COLUMN B 09/01/2018 ISSUE: 41,698 SCHEDULE K, PART III, COLUMN D: N/A-THIS ISSUE REFUNDED PRE-2003 BONDS. SCHEDULE K, PART IV, COLUMN A, B, C, D, A AND B, LINE 2C: CALCULATIONS WERE PERFORMED 11/30/2015, 12/31/2017, 12/31/2014, 12/31/2014, 6/30/2015 AND 9/1/2018 RESPECTIVELY. SCHEDULE K, PART I, LINE D, COLUMN F REFUNDED BONDS ISSUED ON DECEMBER 8, 1999 A TRUST FOR CULTURAL RESOURCES COUNTY OF ONONDAGA 800516646 68276FBJ8 2011-07-07 50693415 MULTI-PURPOSE ISSUE NON-REFUNDABLE false false false B TRUST FOR CULTURAL RESOURCES COUNTY OF ONONDAGA 800516646 68276FCK4 2013-09-12 67827371 MULTI-PURPOSE ISSUE NON-REFUNDABLE false false false A 8355000 0 50702471 0 0 0 569737 0 0 50132734 0 0 2015 false false true true B 7435000 0 67869069 0 0 0 572007 0 0 67297062 0 0 2017 false false true true A false false false true false 0.00263 0.00263 false false false true B false false false true false 0.00178 0.00178 false false false true A false false false true false false 0 false 0 true true B false false false true false false 0 false 0 false true A true B true RUTH CHEN SPOUSE - KENT SYVERUD 109878 UNIV. EMPLOYEE - PROFESSOR false STEPHEN DORUS SON IN LAW-MACNAUGHTON 116099 ASSOC PROFESSOR BIOLOGY false ULRICH B ENGLICH SPOUSE-KARIN RUHLANDT 80409 UNIV. EMP-RESEARCH SCIENTIST false JOHN LIDDY SON- ELIZABETH LIDDY 63078 UNIV. EMPLOYEE - PROG. MGR false X 57 717000 APPRAISED VALUE X 7515 APPRAISED VALUE X 301 5744728 MARKET VALUE X SPONSORED EQUIP 44 2958931 MARKET VALUE 0 false true false NUMBER OF CONTRIBUTIONS PART I, COLUMN B SYRACUSE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN B. VOLUNTEERS FORM 990, PART I, LINE 6 VOLUNTEERS ARE INDISPENSABLE TO SYRACUSE UNIVERSITY IN THE ACCOMPLISHMENT OF THE UNIVERSITY'S EDUCATIONAL MISSION. THE BOARD OF TRUSTEES IS A COMPLETELY VOLUNTEER BOARD COMPRISED OF INDIVIDUALS WHO GIVE OF THEIR TIME, ENERGY AND TALENTS TO PROVIDE GUIDANCE FOR THE EFFICIENT AND EFFECTIVE GOVERNANCE OF SYRACUSE UNIVERSITY. STUDENTS AND STAFF VOLUNTEER THEIR TIME AND EFFORT IN ACTIVITIES SUCH AS HELPING FRESHMEN STUDENTS MOVE INTO DORMITORIES AND ACQUAINTING THEM WITH THE CAMPUS. STUDENTS ALSO ASSIST IN DEVELOPMENT ACTIVITIES, SUCH AS THE ANNUAL "TELEFUND", TO RAISE FUNDS NEEDED TO SUPPORT SYRACUSE UNIVERSITY'S EDUCATIONAL MISSION. ORGANIZATION'S MISSION PART III, LINE 1 AS A UNIVERSITY WITH THE CAPACITY TO ATTRACT AND ENGAGE THE BEST SCHOLARS FROM AROUND THE WORLD, YET SMALL ENOUGH TO SUPPORT A PERSONALIZED AND ACADEMICALLY RIGOROUS STUDENT EXPERIENCE, SYRACUSE UNIVERSITY FACULTY AND STAFF SUPPORT STUDENT SUCCESS BY: - ENCOURAGING GLOBAL STUDY, EXPERIENTIAL LEARNING, INTERDISCIPLINARY SCHOLARSHIP, CREATIVITY, AND ENTREPRENEURIAL ENDEAVORS - BALANCING PROFESSIONAL STUDIES WITH AN INTENSIVE LIBERAL ARTS EDUCATION - FOSTERING A RICHLY DIVERSE AND INCLUSIVE COMMUNITY OF LEARNING AND OPPORTUNITY - PROMOTING A CULTURE OF INNOVATION AND DISCOVERY - SUPPORTING FACULTY, STAFF, AND STUDENT COLLABORATION IN CREATIVE ACTIVITY AND RESEARCH THAT ADDRESS EMERGING OPPORTUNITIES AND SOCIETAL NEEDS - MAINTAINING PRIDE IN OUR LOCATION AND HISTORY AS A PLACE OF ACCESS, ENGAGEMENT, INNOVATION, AND IMPACT. OTHER PROGRAM SERVICES FORM 990 PART III LINE 4D OTHER PROGRAM SERVICE EXPENDITURES SUPPORT SYRACUSE UNIVERSITY'S ACADEMIC AND RESEARCH INITIATIVES THROUGH PROVISION OF ACADEMIC SUPPORT, STUDENT SERVICES AND GENERAL INSTITUTIONAL SUPPORT, THE CRITICAL COMPONENTS TO SEAMLESS DELIVERY AND TO MEETING THE NEEDS AND EXPECTATIONS OF SYRACUSE UNIVERSITY'S STUDENTS AND FACULTY. FAMILY RELATIONSHIP FORM 990 PART VI LINE 2 HOWARD PHANSTIEL AND LOUISE PHANSTIEL HAVE A FAMILY RELATIONSHIP AS THEY ARE HUSBAND AND WIFE. REVIEW PROCESS FORM 990 PART VI LINE 11B SYRACUSE UNIVERSITY PROVIDED ITS SUBSTANTIALLY COMPLETE FORM 990 TO MEMBERS OF THE TRUSTEES AUDIT COMMITTEE AND COMPENSATION COMMITTEE. A CONFERENCE CALL WITH THESE COMMITTEE MEMBERS WAS HELD WITH SYRACUSE UNIVERSITY'S CHANCELLOR AND PRESIDENT AND SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER TO REVIEW THE FORM AND SUMMARY REPORT. THIS REVIEW INCLUDED A WALKTHROUGH OF THE FORM AND SCHEDULES WITH DIALOGUE ON SIGNIFICANT ITEMS AND POINTS AND A FURTHER EXPANSION OF INFORMATION PROVIDED IN THE SUMMARY REPORT. QUESTIONS WERE ADDRESSED AS RAISED BY COMMITTEE MEMBERS. ONCE FINALIZED, THE COMPLETE COPY OF SYRACUSE UNIVERSITY'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS) IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD THROUGH A SECURED SYRACUSE UNIVERSITY BOARD OF TRUSTEES WEB PORTAL BEFORE ITS FILING WITH THE IRS. CONFLICT OF INTEREST POLICY FORM 990 PART VI LINE 12C SYRACUSE UNIVERSITY'S REGULAR AND CONSISTENT MONITORING AND ENFORCEMENT COMPLIANCE OF THE CONFLICT OF INTEREST POLICY: ARTICLE XI OF SYRACUSE UNIVERSITY'S BYLAWS REQUIRE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE BE COMPLETED BY EACH TRUSTEE AND OFFICER. ADDITIONALLY, SYRACUSE UNIVERSITY REQUIRES KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES AND OTHER IDENTIFIED EMPLOYEES AND GROUPS OF EMPLOYEES TO COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE. ALL COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE CONFLICTS OF INTEREST ADMINISTRATOR; THE COMPTROLLER ALSO REVIEWS THOSE OF TRUSTEES, OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES. CONFLICTS ARE AGGREGATED INTO A REPORT WHICH IS PROVIDED TO THE SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE. COMPENSATION POLICY FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHANCELLOR AND PRESIDENT, OFFICERS, KEY EMPLOYEES AND CERTAIN OTHER COVERED INDIVIDUALS IS ESTABLISHED ACCORDING TO UNIVERSITY POLICIES THAT MEET THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTIONS PROVISIONS UNDER TREAS. REG. 53.4958-6. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY SYRACUSE UNIVERSITY'S COMPENSATION COMMITTEE WHO ARE INDEPENDENT AND FREE OF ANY CONFLICTS OF INTEREST THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. SYRACUSE UNIVERSITY'S COMPENSATION COMMITTEE REVIEWS COMPARABILITY DATA PROVIDED BY AN INDEPENDENT EXTERNAL CONSULTANT THAT INCORPORATES BOTH UNIVERSITY DATA AND THAT OF COMPARABLE INSTITUTIONS. THE COMPENSATION COMMITTEE, WHICH TYPICALLY SEEKS TO ESTABLISH COMPENSATION WITHIN THE MIDDLE OF THE RANGE OF COMPARABILITY DATA, MAKES A RECOMMENDATION TO SYRACUSE UNIVERSITY'S EXECUTIVE COMMITTEE WHO THEN MAKES A DETERMINATION WHETHER THE PROPOSED COMPENSATION IS REASONABLE. IF A PROPOSAL IS DEEMED TO BE REASONABLE, THE EXECUTIVE COMMITTEE ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION WITHIN 60 DAYS AFTER THE DATE THE DETERMINATION WAS MADE AND SUCH DOCUMENTATION IS KEPT IN THE WRITTEN OR ELECTRONIC RECORDS OF THE EXECUTIVE COMMITTEE. PUBLIC DISCLOSURE FORM 990 PART VI LINE 19 SYRACUSE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON SYRACUSE UNIVERSITY'S WEBSITE. OTHER CHANGES IN NET ASSETS FORM 990 PART XI LINE 9 POSTRETIREMENT BENEFIT OBLIGATION $766,541 SU SHERATON HOTEL & CONFERENCE CENTER 801 UNIVERSITY AVE SYRACUSE NY 13210 161586346 ACCOMMODATION NY 11516187 13967175 SU ORANGE INSURANCE COMPANY LLC 100 BANK ST STE 610 BURLINGTON VT 05401 473844706 INSURANCE VT 301638 2994971 SU SU ALUMNI ASSOCIATION INC 401 UNIVERSITY PLACE SYRACUSE NY 13244 161431749 ALUMNI ACTVTY NY 501(C)(3) 12A SU true SYRACUSE UNIVERSITY (USA LONDON) 48 OLD GLOUCESTER ST WC1N 38E LONDON UK EDUCATION UK N/A N/A SU true Orange Value Fund 20-4577033 721 Univ Ave SYRACUSE NY 13244 204577033 INVESTMENTS NY SYRACUSE UNIV EXCLUDED TAX 512-514 77607 3243684 false false 0.75017 DRUMLINS INC 800 NOTTINGHAM RD SYRACUSE NY 13224 150516881 DINING/REC NY SYRACUSE UNIV C Corp 2517582 3429601 1.00000 true SYRACUSE IDEAS INC 254 HINDS HALL SYRACUSE UNIVERSITY SYRACUSE NY 13244 462339155 EDUCATIONAL NY SYRACUSE UNIV C Corp 0 2000 1.00000 true SU ISTANBUL EGITIM DESTEK VE DANISMA HIZMETLERI TICARET LTD SIRK TU EDUCATIONAL TU SYRACUSE UNIV C Corp 0 0 0.99500 true CHARITABLE REMAINDER ANNUITY TRUST -1 CRAT NY SYRACUSE UNIV Trust true CHARITABLE REMAINDER TRUST - 1 CRT NY SYRACUSE UNIV Trust true CHARITABLE REMAINDER UNITRUST - 3 CRUT NY SYRACUSE UNIV Trust true true false true false false false false false false true true false true false true true true true false DRUMLINS INC p 165000 COST DRUMLINS INC r 485990 COST DRUMLINS INC k 115880 COST DRUMLINS INC m 274942 COST DRUMLINS INC q 375000 COST DRUMLINS INC a(i) 216 COST SU LONDON USA r 15022156 COST SYRACUSE UNIVERSITY ALUMNI ASSOCIATION c 12230 COST