UNIVERSITY OF SCRANTON: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF SCRANTON (EIN 24-0795495)
Tax period: 2017-06-01 to 2018-05-31
Filed: 2019-04-02
IRS object ID: 201900929349300865
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-04-02T18:26:52-05:00	ReturnTs
Tax Period End	2018-05-31	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	1650 MARKET STREET SUITE 4500	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	191037341	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	240795495	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF SCRANTON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	5709417411	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	800 LINDEN STREET	AddressLine1Txt
City	SCRANTON	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18510	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EDWARD J STEINMETZ CPA	PersonNm
Person Title	SENIOR VP FINANCE & TREASURER	PersonTitleTxt
Phone	5709417411	PhoneNum
Signature	2019-03-28	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JULIUS C GREEN CPA	PreparerPersonNm
PTIN	P00350393	PTIN
Phone	2159720701	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	96.89.178.154	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-03-28	IPDt
IP Tm	16:26:37	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9D0D8DD59390B7764A3ECE0F40BBFE3618018605	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	REV SCOTT R PILARZ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	800 LINDEN STREET	AddressLine1Txt
City	SCRANTON	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18510	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$369,229,081	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SCRANTON.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1888	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	THE UNIVERSITY OF SCRANTON IS A CATHOLIC AND JESUIT UNIVERSITY DEDICATED TO EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	29	VotingMembersGoverningBodyCnt
Voting Members Independent	28	VotingMembersIndependentCnt
Total Employee	2937	TotalEmployeeCnt
Total Volunteers	575	TotalVolunteersCnt
Total Gross UBI	$1,715,263	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$273,475	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$13,891,529	PYContributionsGrantsAmt
CY Contributions Grants	$10,320,321	CYContributionsGrantsAmt
PY Program Service Revenue	$215,151,882	PYProgramServiceRevenueAmt
CY Program Service Revenue	$219,513,136	CYProgramServiceRevenueAmt
PY Investment Income	$8,071,666	PYInvestmentIncomeAmt
CY Investment Income	$6,101,841	CYInvestmentIncomeAmt
PY Other Revenue	$2,861,386	PYOtherRevenueAmt
CY Other Revenue	$3,024,807	CYOtherRevenueAmt
PY Total Revenue	$239,976,463	PYTotalRevenueAmt
CY Total Revenue	$238,960,105	CYTotalRevenueAmt
PY Grants And Similar Paid	$66,267,847	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$70,270,864	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$103,367,160	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$102,741,299	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$20,000	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$20,000	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,841,506	CYTotalFundraisingExpenseAmt
PY Other Expenses	$59,168,920	PYOtherExpensesAmt
CY Other Expenses	$61,490,117	CYOtherExpensesAmt
PY Total Expenses	$228,823,927	PYTotalExpensesAmt
CY Total Expenses	$234,522,280	CYTotalExpensesAmt
PY Revenues Less Expenses	$11,152,536	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,437,825	CYRevenuesLessExpensesAmt
Total Assets BOY	$585,260,284	TotalAssetsBOYAmt
Total Assets EOY	$602,060,593	TotalAssetsEOYAmt
Total Liabilities BOY	$205,796,795	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$207,555,650	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$379,463,489	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$394,504,943	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UNIVERSITY OF SCRANTON IS A CATHOLIC AND JESUIT UNIVERSITY. IT IS A COMMUNITY DEDICATED TO THE FREEDOM OF INQUIRY AND PERSONAL DEVELOPMENT FUNDAMENTAL TO GROWTH IN WISDOM AND INTEGRITY OF ALL WHO SHARE ITS LIFE. CONTINUED ON SCHEDULE "O".IT OFFERS DEGREE PROGRAMS AT THE UNDERGRADUATE, GRADUATE, PRE-PROFESSIONAL, AND PROFESSIONAL LEVELS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$137,745,324	ExpenseAmt
Grant	$70,270,864	GrantAmt
Revenue	$181,529,885	RevenueAmt
Desc	HIGHER EDUCATION; INSTRUCTION - PROVIDES UNDERGRADUATE AND GRADUATE INSTRUCTION TO 3,810 UNDERGRADUATE AND 1,611 GRADUATE STUDENTS. THERE ARE 65 UNDERGRADUATE MAJOR PROGRAMS, 29 GRADUATE (MASTERS) LEVEL PROGRAMS, TWO DOCTORAL PROGRAMS, AND OVER 100 CONTINUING AND PROFESSIONAL EDUCATION PROGRAMS TAUGHT AT THE UNIVERSITY.HIGHER EDUCATION; STUDENT FINANCIAL AID - TOTAL INSTITUTIONAL FINANCIAL AID AWARDS PROCESSED AND DISBURSED BY THE FINANCIAL AID OFFICE AMOUNTED TO $70,270,864 TO RECIPIENTS. ADDITIONALLY, THE FINANCIAL AID OFFICE PROCESSED $60,342,438 OF FINANCIAL AID IN THE FORM OF LOANS TO STUDENTS. CONTINUED ON SCHEDULE "O".DURING THE 2017-2018 ACADEMIC YEAR, 3,634 UNDUPLICATED RECIPIENTS RECEIVED SOME FORM OF FINANCIAL AID. LOANS PROVIDED TO STUDENTS AND THEIR PARENTS INCLUDE FEDERAL STAFFORD, PLUS, AND ALTERNATIVE LOANS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$33,114,035	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$37,983,251	RevenueAmt
Desc	HIGHER EDUCATION; AUXILIARY SERVICES - PROVIDES DORMITORY AND FOOD SERVICES TO APPROXIMATELY 2,694 RESIDENT STUDENTS AND FOOD SERVICES TO COMMUTER STUDENTS, FACULTY, STAFF, AND ADMINISTRATION.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$19,940,818	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	HIGHER EDUCATION; STUDENT SERVICES AND ACTIVITIES - EXPENDITURES OR ACTIVITIES WHOSE PURPOSE IS TO CONTRIBUTE TO STUDENTS' EMOTIONAL AND PHYSICAL WELL-BEING AND DEVELOPMENT OUTSIDE THE CLASSROOM.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$7,458,085	$0	$1,415,095	HIGHER EDUCATION; ACADEMIC SUPPORT - INCLUDES EXPENSES APPLICABLE TO AN INTEGRAL PART OF THE UNIVERSITY'S PRIMARY MISSION OF INSTRUCTION, RESEARCH, OR PUBLIC SERVICE THAT ARE NOT CHARGED DIRECTLY TO THESE PROGRAMS.
$6,284,776	$0	$0	HIGHER EDUCATION; LIBRARY EXPENSES - INCURRED IN OPERATING AN 80,000 SQ. FT. UNIVERSITY LIBRARY. THE LIBRARY CONTAINS OVER 633,035 VOLUMES, 203,507 FULL-TEXT ONLINE BOOKS, AND A MEDIA COLLECTION HOLDING 22,544 NON-PRINT ITEMS AND 9,085 STREAMING MEDIA PROGRAMS FOR STUDENT AND GENERAL PUBLIC STUDY AND RESEARCH.
$1,858,864	$0	$0	HIGHER EDUCATION; PUBLIC SERVICE - FUNDS EXPENDED FOR ACTIVITIES ESTABLISHED PRIMARILY TO PROVIDE NON-INSTITUTIONAL SERVICES BENEFICIAL TO INDIVIDUALS AND GROUPS EXTERNAL TO THE UNIVERSITY. THESE EXPENSES DO NOT INCLUDE OVER 175,000 COMMUNITY SERVICE HOURS PROVIDED BY UNIVERSITY STUDENTS.
$323,955	$0	$39,193	HIGHER EDUCATION; RESEARCH - INCLUDES THE COST ASSOCIATED WITH GRANTS/AWARDS TO PRODUCE RESEARCH EITHER FUNDED INTERNALLY OR COMMISSIONED BY AN AGENCY EXTERNAL TO THE UNIVERSITY.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$15,925,680	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$1,454,288	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$206,725,857	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	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	Yes (1)	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	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	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	7578	IRPDocumentCnt
IRP Document W2 G	1	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2937	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	29	GoverningBodyVotingMembersCnt
Independent Voting Member	28	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	0	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ADRIAN J MIHALKO CPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5709414897	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	800 LINDEN STREET	AddressLine1Txt
City	SCRANTON	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18510	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
LAWRENCE R LYNCH
BOARD CHAIRMAN	2.00	Yes (X)	Yes (X)	$0	$0	$0
JUDITH M BAVARIA
BOARD CO-VICE CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
THOMAS P O'BRIEN
BOARD CO-VICE CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
HERBERT B KELLER SJ
BOARD INTERIM PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
KEVIN P QUINN SJ
PRESIDENT (UNTIL 05/17)	1.00	Yes (X)	Yes (X)	$0	$0	$0
RICHARD V BAKER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
TRACY F BANNON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LINDA D BARRASSE MD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DAVID C BLAKE PHD JD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
PATRICIA A BYRNES CLARKE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ANNE DRUCKER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
FRANK J DUBAS JR CPA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ALAN J GRIFFITH
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MATTHEW E HAGGERTY ESQ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARY R HAVERON CPA
TRUSTEE	1.00	Yes (X)		$0	$0	$0
PHILIP G JUDGE SJ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
TIMOTHY J KACANI
TRUSTEE	1.00	Yes (X)		$0	$0	$0
CHRISTOPHER J KANE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
WILLIAM J KELLEY SJ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DANIEL K LAHART SJ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KEITH F MUCCINO SJ MD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KEVIN J O'BRIEN ESQ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SCOTT R PILARZ SJ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARYLA SCRANTON
TRUSTEE	1.00	Yes (X)		$0	$0	$0
PATRICK W SHEA ESQ
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ANTHONY G SIMONE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JAMES M SLATTERY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
JOSEPH M VASZILY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ROBERT S WEISS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
YOHURU R WILLIAMS PHD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
EDWARD J STEINMETZ CPA
SVP FINANCE/TREASURER	45.00		Yes (X)	$347,134	$0	$46,369
GARY R OLSEN
VP UNIVERSITY ADVANCEMENT	45.00		Yes (X)	$138,732	$0	$28,043
ROBERT B FARRELL ESQ
GENERAL COUNSEL	45.00		Yes (X)	$214,659	$0	$68,514
THOMAS S MACKINNON
VP UNIVERSITY ADVANCEMENT	45.00		Yes (X)	$0	$0	$0
MELISSA D STARACE
INTERIM VP UNIVERSITY ADVANCEMENT	45.00		Yes (X)	$131,109	$0	$72,946
GERALD C ZABOSKI
VICE PROVOST, EXTERNAL AFFAIRS	45.00			$198,898	$0	$114,180	Yes (X)
ANITRA M MCSHEA
VICE PROVOST, STUDENT AFFAIRS	45.00			$199,081	$0	$47,376	Yes (X)
JOSEPH H DREISBACH PHD
INTERIM PROVOST/SVP ACADEMIC AFFAIRS	45.00			$256,157	$0	$56,770	Yes (X)
PATRICIA HARRINGTON
INTERIM ASSOC. PROVOST, INST. EFFECTIVENES	45.00			$187,519	$0	$18,737	Yes (X)
BRIAN P CONNIFF PHD
DEAN, CAS	45.00			$198,629	$0	$44,095	Yes (X)
MICHAEL O MENSAH PHD
DEAN, KSOM	45.00			$281,663	$0	$97,257	Yes (X)
DEBRA A PELLEGRINO EDD
DEAN, PCPS	45.00			$216,159	$0	$19,618	Yes (X)
MURLI RAJAN PHD CFA
ASSOCIATE DEAN, KSOM	45.00			$172,402	$0	$57,217	Yes (X)
DOUGLAS M BOYLE DBA CPA CMA
ASSOCIATE PROFESSOR	40.00			$341,535	$0	$124,381		Yes (X)
JAMES F BOYLE DBA CPA
ASSISTANT PROFESSOR	40.00			$236,587	$0	$117,754		Yes (X)
NABIL A TAMIMI PHD
PROFESSOR	40.00			$229,656	$0	$53,302		Yes (X)
BRIAN W CARPENTER PHD
PROFESSOR	40.00			$221,552	$0	$29,146		Yes (X)
DANIEL P MAHONEY PHD
PROFESSOR	40.00			$220,965	$0	$39,093		Yes (X)
HAROLD W BAILLIE PHD
PROFESSOR, FORMER OFFICER	45.00			$129,523	$0	$35,532			Yes (X)
ROBERT W DAVIS
CHIEF OF STAFF, FORMER OFFICER	45.00			$160,573	$0	$43,341			Yes (X)
PATRICIA L TETREAULT
AVP HUMAN RESOURCES, FORMER OFFICER	45.00			$156,627	$0	$45,833			Yes (X)
ROBYN L DICKINSON
DIR INSTITUTIONAL RESEARCH, FORMER OFFICER	45.00			$114,527	$0	$38,586			Yes (X)
WILLIAM J WELSH PHD
PROFESSOR, FORMER KEY EMPLOYEE	45.00			$110,211	$0	$20,564			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,463,898	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,218,654	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	185	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
ARAMARK
C/O UNIVERSITY OF SCRANTON	SCRANTON	PA	18510	FOOD SERVICE PROVIDER	$11,936,349
THE QUANDEL GROUP INC
4755 LINGLESTOWN ROAD	HARRISBURG	PA	17112	CONSTRUCTION CONTRACTOR	$6,992,863
AJ GUZZI INC
9 SKYLINE DR E UNIT 1	CLARKS SUMMIT	PA	18411	CONSTRUCTION CONTRACTOR	$2,722,750
ELLUCIAN SUPPORT INC
4 COUNTRY VIEW ROAD	MALVERN	PA	19355	IT MAINT. & SUPPORT	$338,489
DOUGHERTY CLIFFORD WADSWORTH
895 MARCONI AVE	RONKONKOMA	NY	11779	ADVERTISING	$337,360

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	18	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,100,641	FundraisingAmt
Government Grants	$2,386,187	GovernmentGrantsAmt
All Other Contributions	$6,833,493	AllOtherContributionsAmt
Noncash Contributions	$797,153	NoncashContributionsAmt
Total Contributions	$10,320,321	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611310	$181,529,885	$181,529,885
AUXILIARY ENTERPRISES	721310	$37,983,251	$37,983,251

Field	Value	IRS element (for citing)
Total Program Service Revenue	$219,513,136	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,112,948	TotalRevenueColumnAmt
Unrelated Business Revenue	-$13,982	UnrelatedBusinessRevenueAmt
Exclusion	$4,126,930	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$268,514	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$223,004	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$45,510	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$45,510	TotalRevenueColumnAmt
Exclusion	$45,510	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$131,230,245	SecuritiesAmt
Other	$416,085	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$129,243,812	SecuritiesAmt
Other	$413,625	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,986,433	SecuritiesAmt
Other	$2,460	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,988,893	TotalRevenueColumnAmt
Exclusion	$1,988,893	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$184,299	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,100,641	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$388,535	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$204,236	TotalRevenueColumnAmt
Exclusion	-$204,236	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EARLY LEARNING CENTER	624410	$1,249,389	$1,249,389
EDUCATIONAL SUPPORT SERVICES	611710	$1,210,015		$1,210,015
CONFERENCES AND SUMMER CAMPS	721214	$477,925	$477,925

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$246,204	TotalRevenueColumnAmt
Related Or Exempt Func Income	$244,273	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,931	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$3,183,533	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$238,960,105	TotalRevenueColumnAmt
Related Or Exempt Func Income	$220,967,424	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,715,263	UnrelatedBusinessRevenueAmt
Exclusion	$5,957,097	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$70,270,864	TotalAmt
Program Services	$70,270,864	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,309,058	TotalAmt
Program Services	$1,803,888	ProgramServicesAmt
Management And General	$1,254,172	ManagementAndGeneralAmt
Fundraising	$250,998	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$71,449,484	TotalAmt
Program Services	$60,718,816	ProgramServicesAmt
Management And General	$9,507,277	ManagementAndGeneralAmt
Fundraising	$1,223,391	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,487,641	TotalAmt
Program Services	$4,531,152	ProgramServicesAmt
Management And General	$849,705	ManagementAndGeneralAmt
Fundraising	$106,784	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$17,735,343	TotalAmt
Program Services	$14,209,582	ProgramServicesAmt
Management And General	$3,263,929	ManagementAndGeneralAmt
Fundraising	$261,832	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,759,773	TotalAmt
Program Services	$3,957,557	ProgramServicesAmt
Management And General	$700,312	ManagementAndGeneralAmt
Fundraising	$101,904	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$186,341	TotalAmt
Management And General	$186,341	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$104,961	TotalAmt
Management And General	$104,961	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$102,949	TotalAmt
Fundraising	$102,949	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$20,000	TotalAmt
Fundraising	$20,000	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,029,743	TotalAmt
Management And General	$1,029,743	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,752,288	TotalAmt
Program Services	$843,661	ProgramServicesAmt
Management And General	$787,988	ManagementAndGeneralAmt
Fundraising	$120,639	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$776,847	TotalAmt
Program Services	$152,445	ProgramServicesAmt
Management And General	$614,497	ManagementAndGeneralAmt
Fundraising	$9,905	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,866,403	TotalAmt
Program Services	$2,272,146	ProgramServicesAmt
Management And General	$480,625	ManagementAndGeneralAmt
Fundraising	$113,632	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,706,539	TotalAmt
Program Services	$1,052,723	ProgramServicesAmt
Management And General	$631,996	ManagementAndGeneralAmt
Fundraising	$21,820	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,710,240	TotalAmt
Program Services	$3,710,240	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,070,715	TotalAmt
Program Services	$986,835	ProgramServicesAmt
Management And General	$70,460	ManagementAndGeneralAmt
Fundraising	$13,420	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,982,634	TotalAmt
Program Services	$1,782,914	ProgramServicesAmt
Management And General	$174,215	ManagementAndGeneralAmt
Fundraising	$25,505	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$6,223,191	TotalAmt
Program Services	$6,223,191	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$13,443,640	TotalAmt
Program Services	$11,998,992	ProgramServicesAmt
Management And General	$1,393,341	ManagementAndGeneralAmt
Fundraising	$51,307	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$942,501	TotalAmt
Program Services	$742,206	ProgramServicesAmt
Management And General	$188,510	ManagementAndGeneralAmt
Fundraising	$11,785	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DIRECT FOOD COSTS	$8,937,463	$8,937,463
REPAIRS AND MAINTENANCE	$4,044,829	$2,778,364	$1,259,511	$6,954
OTHER FOOD SERVICE EXP.	$2,573,982	$2,349,816	$155,391	$68,775
BOOKS AND PUBLICATIONS	$2,389,507	$1,654,123	$629,414	$105,970

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,645,344	TotalAmt
Program Services	$5,748,879	ProgramServicesAmt
Management And General	$1,672,529	ManagementAndGeneralAmt
Fundraising	$223,936	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$234,522,280	TotalAmt
Program Services	$206,725,857	ProgramServicesAmt
Management And General	$24,954,917	ManagementAndGeneralAmt
Fundraising	$2,841,506	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$18,401,769	BOYAmt
EOY	$17,871,390	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,943,187	BOYAmt
EOY	$4,615,251	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,503,447	BOYAmt
EOY	$6,069,288	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$77,228	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$2,801,644	BOYAmt
EOY	$2,991,502	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,827,247	BOYAmt
EOY	$4,004,517	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$483,234,624	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$187,898,145	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$292,574,958	BOYAmt
EOY	$295,336,479	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$167,996,490	BOYAmt
EOY	$170,811,570	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$89,211,542	BOYAmt
EOY	$100,283,368	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$585,260,284	BOYAmt
EOY	$602,060,593	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$31,224,950	BOYAmt
EOY	$30,684,812	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$374,542	BOYAmt
EOY	$692,730	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$9,364,063	BOYAmt
EOY	$11,979,850	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$154,265,000	BOYAmt
EOY	$152,075,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$10,568,240	BOYAmt
EOY	$12,123,258	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$205,796,795	BOYAmt
EOY	$207,555,650	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$247,704,391	BOYAmt
EOY	$254,792,091	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$63,942,816	BOYAmt
EOY	$67,825,216	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$67,816,282	BOYAmt
EOY	$71,887,636	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$379,463,489	BOYAmt
EOY	$394,504,943	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$585,260,284	BOYAmt
EOY	$602,060,593	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$4,437,825	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$10,435,068	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$168,561	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$5,983	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$96,966	OtherActivitiesAmt
Total Lobbying Expenditures	$102,949	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	LINE 1B - OUR ADMINISTRATIVE STAFF IN EXTERNAL AFFAIRS SPENDS A SMALL PART OF THEIR TIME MEETING WITH OUR EXTERNAL CONSULTING FIRM TO DISCUSS OUR LEGISLATIVE INTERESTS. LINE 1G - THE UNIVERSITY PAID FOR TRAVEL-RELATED EXPENSES FOR EMPLOYEES TASKED WITH MEETING LEGISLATORS TO IDENTIFY POTENTIAL GRANT OPPORTUNITIES. LINE I - THE UNIVERSITY CONTRACTED WITH A CONSULTING FIRM TO REPRESENT ITS INTERESTS IN LEGISLATIVE AND OTHER GOVERNMENTAL MATTERS AT BOTH THE STATE AND FEDERAL LEVELS.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$275,425	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	USED REGULARLY FOR TEACHING	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$182,731,251	BeginningYearBalanceAmt
Contributions	$8,559,152	ContributionsAmt
Investment Earnings Or Losses	$15,992,476	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,243,866	GrantsOrScholarshipsAmt
Other Expenditures	$3,100,191	OtherExpendituresAmt
Administrative Expenses	$1,029,743	AdministrativeExpensesAmt
End Year Balance	$198,909,079	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$162,728,402	BeginningYearBalanceAmt
Contributions	$5,242,579	ContributionsAmt
Investment Earnings Or Losses	$22,687,425	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,299,601	GrantsOrScholarshipsAmt
Other Expenditures	$2,775,506	OtherExpendituresAmt
Administrative Expenses	$852,048	AdministrativeExpensesAmt
End Year Balance	$182,731,251	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$167,924,894	BeginningYearBalanceAmt
Contributions	$6,519,013	ContributionsAmt
Investment Earnings Or Losses	-$5,504,792	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,984,984	GrantsOrScholarshipsAmt
Other Expenditures	$2,502,767	OtherExpendituresAmt
Administrative Expenses	$722,962	AdministrativeExpensesAmt
End Year Balance	$162,728,402	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$159,282,129	BeginningYearBalanceAmt
Contributions	$6,712,124	ContributionsAmt
Investment Earnings Or Losses	$8,172,762	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,074,533	GrantsOrScholarshipsAmt
Other Expenditures	$2,376,070	OtherExpendituresAmt
Administrative Expenses	$791,518	AdministrativeExpensesAmt
End Year Balance	$167,924,894	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$137,878,712	BeginningYearBalanceAmt
Contributions	$6,474,855	ContributionsAmt
Investment Earnings Or Losses	$21,043,959	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,010,984	GrantsOrScholarshipsAmt
Other Expenditures	$2,265,381	OtherExpendituresAmt
Administrative Expenses	$839,032	AdministrativeExpensesAmt
End Year Balance	$159,282,129	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.35140	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.35580	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.29280	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$21,286,914	OtherCostOrOtherBasisAmt
Book Value	$21,286,914	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$382,309,600	OtherCostOrOtherBasisAmt
Depreciation	$139,694,063	DepreciationAmt
Book Value	$242,615,537	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$45,550,136	OtherCostOrOtherBasisAmt
Depreciation	$35,788,413	DepreciationAmt
Book Value	$9,761,723	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$34,087,974	OtherCostOrOtherBasisAmt
Depreciation	$12,415,669	DepreciationAmt
Book Value	$21,672,305	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$295,336,479	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (13 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
SILCHESTER INTERNATIONAL INVESTORS	$14,516,189	F
ABS OFFSHORE SPC CLASS B	$10,010,959	F
GROSVENOR CAPITAL MANAGEMENT	$15,778,239	F
MFS INTERNATIONAL GROWTH, LLC	$12,259,306	F
IR&M CORE BOND FUND, LLC	$16,907,150	F
MERCER PIP IV LP	$1,510,452	F
ABBOTT CAPITAL PRIVATE EQUITY FUND VII, L.P.	$2,383,260	F
PARK STREET CAPITAL PRIVATE EQUITY FUND XI, L.P	$1,327,682	F
MERCER HEDGE FUND INVESTORS SP-I	$11,252,852	F
COPPER ROCK INT'L SMALL CAP	$4,817,697	F
APOLLO TOTAL RETURN FUND	$7,746,853	F
HARBOURVEST 2017 GLOBAL FUND, L.P.	$1,546,661	F
MERCER PIP V LP	$226,068	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$100,283,368	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
SPLIT INTEREST AGREEMENTS	$1,861,668
PREMIUMS ON UNIVERSITY BONDS	$10,159,900
CAPITAL LEASE OBLIGATIONS	$101,690

Field	Value	IRS element (for citing)
Total Liability	$12,123,258	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$180,313,172	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$10,435,068	NetUnrealizedGainsInvstAmt
Other Revenue	-$69,079,541	OtherRevenueAmt
Revenue Not Reported	-$58,644,473	RevenueNotReportedAmt
Revenue Subtotal	$238,957,645	RevenueSubtotalAmt
Other Revenues Not Included	$2,460	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$2,460	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$238,960,105	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$165,271,718	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$2,460	OtherExpensesIncludedAmt
Expenses Not Reported	-$2,460	ExpensesNotReportedAmt
Expenses Subtotal	$165,274,178	ExpensesSubtotalAmt
Other Expenses Not Included	$69,248,102	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$69,248,102	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$234,522,280	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	THE SPECIAL COLLECTIONS DEPARTMENT OF THE WEINBERG MEMORIAL LIBRARY PROVIDES EXHIBITS, PROGRAMMING, AND INSTRUCTION THAT REACH OUT TO BOTH THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC. SPECIAL COLLECTIONS CONTAIN HISTORICAL COLLECTIONS AND A RARE BOOK COLLECTION THAT RANGES FROM MEDIEVAL MANUSCRIPTS AND EARLY PRINTED BOOKS THROUGH 20TH CENTURY FIRST EDITION AND FINE PRESS WORK. MUCH OF THE COLLECTION WAS DONATED OR ACQUIRED OVER MANY DECADES. INCLUDED IN THE COLLECTION IS A COMPONENT FOCUSING ON RARE BOOKS PRODUCED BY THE JESUIT COMMUNITY.
PART V, LINE 4:	THE UNIVERSITY'S ENDOWMENT IS USED TO PROVIDE SCHOLARSHIPS TO STUDENTS AND TO OFFSET FACULTY SALARIES AND OTHER OPERATING EXPENSES.
PART X, LINE 2:	THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. TAX POSITIONS ARE RECOGNIZED OR REVERSED BY THE UNIVERSITY 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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	RENTAL EXPENSES DEDUCTED FROM GROSS RENT REVENUE 223,004. FUNDRAISING DIRECT EXPENSES DEDUCTED FROM GROSS FUNDRAISING INCOME 388,535. RECLASSIFICATION OF BOND PREMIUM AMORTIZATION AS A CONTRA-EXPENSE 411,223. TUITION AND FEE REVENUE OFFSET BY INSTITUTIONALLY FUNDED STUDENT AID -70,270,864. CHANGE IN VALUE OF SPLIT INTEREST LIABILITY 168,561.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DISPOSAL OF FIXED ASSETS NETTED AGAINST EXPENSES 2,460.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	DISPOSAL OF FIXED ASSETS NETTED AGAINST EXPENSES -2,460.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	RENTAL EXPENSES DEDUCTED FROM GROSS RENT REVENUE -223,004. FUNDRAISING DIRECT EXPENSES DEDUCTED FROM GROSS FUNDRAISING INCOME -388,535. RECLASSIFICATION OF BOND PREMIUM AMORTIZATION AS A CONTRA-EXPENSE -411,223. INSTITUTIONALLY FUNDED STUDENT FINANCIAL AID 70,270,864.

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 (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	THE UNIVERSITY'S NOTICE OF NON-DISCRIMINATION IS WIDELY POSTED ON UNIVERSITY WEB PAGES, AT VARIOUS LOCATIONS ON CAMPUS, AND CONTAINED IN ELECTRONIC AND PRINTED PUBLICATIONS FOR GENERAL DISTRIBUTION, APPLICABLE BULLETINS, ANNOUNCEMENTS, PUBLICATIONS, CATALOGS, APPLICATION FORMS, AND RECRUITMENT MATERIALS. THE UNIVERSITY IS GOVERNED BY AN INDEPENDENT BOARD OF TRUSTEES AND WELCOMES PERSONS OF ALL RACES AND RELIGIOUS PERSUASIONS AS MEMBERS OF ITS STUDENT BODY, FACULTY, STAFF, AND ADMINISTRATION. THE UNIVERSITY IS COMMITTED TO EQUAL OPPORTUNITY IN EMPLOYMENT AND EDUCATION WITHOUT REGARD TO RACE, COLOR, RELIGION, ANCESTRY, SEX, AGE, DISABILITY, NATIONAL ORIGIN, OR VETERAN STATUS IN ACCORDANCE WITH APPLICABLE LAWS. CONTINUED BELOW.
SCHEDULE E, PART I, LINE 6	THE UNIVERSITY RECEIVES OPERATING FUNDS DESIGNATED BY BOTH FEDERAL AND STATE GOVERNMENT FUNDING AGENCIES FOR SPECIFIC OPERATING PURPOSES. THE UNIVERSITY ALSO RECEIVES FINANCIAL AID FUNDS FOR ITS STUDENTS FROM BOTH FEDERAL AND STATE FUNDING AGENCIES AND ACTS AS THE CUSTODIAN AND DISBURSING AGENT FOR THESE FUNDS.
LINE 3 CONTINUATION:	THE UNIVERSITY VALUES THE BENEFITS OF DIVERSITY. IT IS COMMITTED TO CREATING A COMMUNITY WHICH RECOGNIZES THE INHERENT VALUE AND DIGNITY OF EACH PERSON. AS SUCH, THE UNIVERSITY PROMOTES AN AWARENESS OF AND SENSITIVITY TOWARDS DIFFERENCES OF RACE, GENDER, ETHNICITY, NATIONAL ORIGIN, CULTURE, SEXUAL ORIENTATION, RELIGION, AGE, AND DISABILITIES AMONG STUDENTS, FACULTY, STAFF, AND ADMINISTRATORS.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	0	INVESTMENTS	$10,010,959
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,	0	PROGRAM SERVICES	$109,253	STUDENT SERVICE LEARNING TRIP EXPENSES
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,	1	PROGRAM SERVICES	$126,694	STUDENT STUDY ABROAD TUITION, FEES, ROOM & BOARD; STUDENT RECRUITMENT EXPENSES
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	0	PROGRAM SERVICES	$430,693	STUDENT STUDY ABROAD TUITION, FEES, ROOM & BOARD;STUDENT TRAVEL COURSES; FACULTY/STAFF TRAVEL EXPENSES
MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,	0	PROGRAM SERVICES	$30,816	FACULTY TRAVEL EXPENSES; ALUMNI EVENT EXPENSES;STUDENT RECRUITMENT EXPENSES; STUDENT SERVICE LEARNING TRIP EXPENSES
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES	0	PROGRAM SERVICES	$8,842	STUDENT RECRUITMENT EXPENSES
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,	0	PROGRAM SERVICES	$11,964	STUDENT TRAVEL COURSES
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,	1	PROGRAM SERVICES	$21,946	STUDENT RECRUITMENT EXPENSES
SUB-SAHARAN AFRICA	0	PROGRAM SERVICES	$3,850	STUDENT TRAVEL COURSES

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	2	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	2	TotalEmployeeCnt
Subtotal Spent	$10,751,167	SubtotalSpentAmt
Continuation Spent	$3,850	ContinuationSpentAmt
Total Spent	$10,755,017	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising Acty	0	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERTS EVENT GROUP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	491 YORK RD	AddressLine1Txt
City	JENKINTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19046	ZIPCd

Field	Value	IRS element (for citing)
Activity	EVENT MANAGEMENT	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$1,096,177	GrossReceiptsAmt
Retained By Contractor	$20,000	RetainedByContractorAmt
Net To Organization	$1,076,177	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$1,096,177	TotalGrossReceiptsAmt
Total Retained By Contractors	$20,000	TotalRetainedByContractorsAmt
Total Net To Organization	$1,076,177	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	DINNER	Event1Nm
Gross Receipts Event1	$1,096,177	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,000,567	CharitableContriEvent1Amt
Gross Revenue Event1	$95,610	GrossRevenueEvent1Amt
Food And Beverage Event1	$190,406	FoodAndBeverageEvent1Amt
Entertainment Event1	$1,500	EntertainmentEvent1Amt
Other Direct Expenses Event1	$94,340	OtherDirectExpensesEvent1Amt
Event2	GOLF TOURNEY	Event2Nm
Gross Receipts Event2	$188,763	GrossReceiptsEvent2Amt
Charitable Contri Event2	$100,074	CharitableContriEvent2Amt
Gross Revenue Event2	$88,689	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$6,668	NonCashPrizesEvent2Amt
Food And Beverage Event2	$90,731	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$4,890	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$1,284,940	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,100,641	CharitableContributionsTotAmt
Gross Revenue Total Events	$184,299	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$6,668	NonCashPrizesTotalEventsAmt
Food And Beverage Total Events	$281,137	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$1,500	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$99,230	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$388,535	DirectExpenseSummaryEventsAmt
Net Income Summary	-$204,236	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	UNIVERSITY FUNDED GRANTS/ASSISTANCE	GrantTypeTxt
Recipient	3634	RecipientCnt
Cash Grant	$70,270,864	CashGrantAmt
Valuation Method Used	N/A	ValuationMethodUsedDesc
Non Cash Assistance	N/A	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	ALL UNIVERSITY STUDENTS ARE CONSIDERED FOR GRANTS AND/OR ASSISTANCE. THE UNIVERSITY'S FINANCIAL AID OFFICE EVALUATES EACH STUDENT'S FINANCIAL NEED BASED UPON INFORMATION PROVIDED ON THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). FINANCIAL AID OFFICE MANAGEMENT AWARDS MERIT SCHOLARSHIPS TO STUDENTS WHO QUALIFY BASED UPON DONOR STIPULATIONS AND AWARD FEDERAL, STATE, AND PRIVATE NEED-BASED AWARDS BASED ON FEDERAL OR OTHER GUIDELINES. STUDENTS RECEIVING AWARDS PROVIDE INFORMATION AND PARTICIPATE IN INTERVIEWS TO ENSURE THAT GUIDELINES AND RESIDENCY RULES AND REGULATIONS ARE MET.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	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 (22 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
EDWARD J STEINMETZ CPA
SVP FINANCE/TREASURER	$347,134	$0	$0	$0	$0	$0	$27,000	$0	$19,369	$0	$393,503	$0	$0	$0
GARY R OLSEN
VP UNIVERSITY ADVANCEMENT	$138,732	$0	$0	$0	$0	$0	$13,801	$0	$14,242	$0	$166,775	$0	$0	$0
ROBERT B FARRELL ESQ
GENERAL COUNSEL	$214,659	$0	$0	$0	$0	$0	$20,695	$0	$47,819	$0	$283,173	$0	$0	$0
MELISSA D STARACE
INTERIM VP UNIVERSITY ADVANCEMENT	$131,109	$0	$0	$0	$0	$0	$13,630	$0	$59,316	$0	$204,055	$0	$0	$0
GERALD C ZABOSKI
VICE PROVOST, EXTERNAL AFFAIRS	$198,898	$0	$0	$0	$0	$0	$19,691	$0	$94,489	$0	$313,078	$0	$0	$0
ANITRA M MCSHEA
VICE PROVOST, STUDENT AFFAIRS	$199,081	$0	$0	$0	$0	$0	$20,616	$0	$26,760	$0	$246,457	$0	$0	$0
JOSEPH H DREISBACH PHD
INTERIM PROVOST/SVP ACADEMIC AFFAIRS	$256,157	$0	$0	$0	$0	$0	$26,250	$0	$30,520	$0	$312,927	$0	$0	$0
PATRICIA HARRINGTON
INTERIM ASSOC. PROVOST, INST. EFFECT	$187,519	$0	$0	$0	$0	$0	$18,228	$0	$509	$0	$206,256	$0	$0	$0
BRIAN P CONNIFF PHD
DEAN, CAS	$198,629	$0	$0	$0	$0	$0	$17,335	$0	$26,760	$0	$242,724	$0	$0	$0
MICHAEL O MENSAH PHD
DEAN, KSOM	$281,663	$0	$0	$0	$0	$0	$22,590	$0	$74,667	$0	$378,920	$0	$0	$0
DEBRA A PELLEGRINO EDD
DEAN, PCPS	$216,159	$0	$0	$0	$0	$0	$19,115	$0	$503	$0	$235,777	$0	$0	$0
MURLI RAJAN PHD CFA
ASSOCIATE DEAN, KSOM	$172,402	$0	$0	$0	$0	$0	$17,532	$0	$39,685	$0	$229,619	$0	$0	$0
DOUGLAS M BOYLE DBA CPA CMA
ASSOCIATE PROFESSOR	$341,535	$0	$0	$0	$0	$0	$14,804	$0	$109,577	$0	$465,916	$0	$0	$0
JAMES F BOYLE DBA CPA
ASSISTANT PROFESSOR	$236,587	$0	$0	$0	$0	$0	$12,915	$0	$104,839	$0	$354,341	$0	$0	$0
NABIL A TAMIMI PHD
PROFESSOR	$229,656	$0	$0	$0	$0	$0	$12,713	$0	$40,589	$0	$282,958	$0	$0	$0
BRIAN W CARPENTER PHD
PROFESSOR	$221,552	$0	$0	$0	$0	$0	$16,312	$0	$12,834	$0	$250,698	$0	$0	$0
DANIEL P MAHONEY PHD
PROFESSOR	$220,965	$0	$0	$0	$0	$0	$16,312	$0	$22,781	$0	$260,058	$0	$0	$0
HAROLD W BAILLIE PHD
PROFESSOR, FORMER OFFICER	$129,523	$0	$0	$0	$0	$0	$13,010	$0	$22,522	$0	$165,055	$0	$0	$0
ROBERT W DAVIS
CHIEF OF STAFF, FORMER OFFICER	$160,573	$0	$0	$0	$0	$0	$15,846	$0	$27,495	$0	$203,914	$0	$0	$0
PATRICIA L TETREAULT
AVP HUMAN RESOURCES, FORMER OFFICER	$156,627	$0	$0	$0	$0	$0	$16,408	$0	$29,425	$0	$202,460	$0	$0	$0
ROBYN L DICKINSON
DIR INSTITUTIONAL RESEARCH, FORMER O	$114,527	$0	$0	$0	$0	$0	$11,726	$0	$26,860	$0	$153,113	$0	$0	$0
WILLIAM J WELSH PHD
PROFESSOR, FORMER KEY EMPLOYEE	$110,211	$0	$0	$0	$0	$0	$10,581	$0	$9,983	$0	$130,775	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

THE UNIVERSITY PAYS FOR INITIATION FEES AND MONTHLY DUES FOR A MEMBERSHIP FOR THE PRESIDENT TO THE SCRANTON COUNTRY CLUB. THE UNIVERSITY ALSO PAYS FOR THE ANNUAL MEMBERSHIP FEES FOR THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT IN HIS/HER ROLE AT THE FOLLOWING SOCIAL CLUBS: PYRAMID CLUB OF PHILADELPHIA, HAMILTON FARM GOLF CLUB OF GLADSTONE, NJ, AND GLENMAURA NATIONAL GOLF CLUB OF MOOSIC, PA. THESE MEMBERSHIPS ARE USED BY SENIOR ADMINISTRATORS TO HOST MEETINGS WITH BUSINESS PARTNERS OF THE UNIVERSITY, BOARD OF TRUSTEES MEMBERS, POTENTIAL DONORS, AND FACULTY AND STAFF. MEMBERSHIP IN THESE CLUBS ALLOWS FOR RECIPROCAL USE OF OTHER RELATED VENUES WITHIN THE UNITED STATES. THESE RECIPROCAL AGREEMENTS ALLOW SENIOR ADMINISTRATION TO HOST QUALITY BUSINESS AND FUNDRAISING EVENTS OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA.

PART I, LINE 3

THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE HUMAN RESOURCES OFFICE OR EXTERNAL SOURCES TO AID IN EVALUATING COMPENSATION AND BENEFITS AND STRATEGIES TO ATTRACT AND RETAIN QUALIFIED PERSONNEL FOR SENIOR EXECUTIVE ADMINISTRATIVE POSITIONS. THE COMMITTEE ANNUALLY REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR SENIOR ADMINISTRATORS AND OFFICERS OF THE UNIVERSITY. THIS REVIEW INCLUDES COMPARABLE MARKET DATA FOR POSITIONS AT OTHER HIGHER EDUCATION INSTITUTIONS. THE COMMITTEE REPORTS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES THE TOTAL COMPENSATION PAID TO THE UNIVERSITY'S PRESIDENT AND VICE PRESIDENTS. THE COMMITTEE REVIEWS THE RECOMMENDATIONS OF, AND ADVISES THE PRESIDENT AS TO THE INDIVIDUAL EMPLOYMENT CONTRACTS THAT ARE ABOVE AND BEYOND THE SCOPE OF THE UNIVERSITY'S BASE COMPENSATION AND BENEFITS STRUCTURE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
SCR-LACKAWANNA HEALTHWELFARE AUTHORITY
A	232205980	810694K73	2016-07-07	$29,240,908	REFUNDING OF SERIES 2007 BONDS, WHICH WERE ISSUED 10/12/07	0	0	0
CITY OF WILKES-BARRE FINANCING AUTHORITY
B	205684698	968254BT8	2015-08-04	$39,134,183	REFUNDING OF 2006 BONDS, WHICH WERE ISSUED 03/02/06	0	0	0
CITY OF WILKES-BARRE FINANCING AUTHORITY
C	205684698	968254AX0	2010-09-09	$67,855,761	CONSTRUCTION OF LOYOLA SCIENCE CENTER, MULTI-PURPOSE 400 BED RESIDENCE HALL	0	0	0
NE PA HOSPITAL & EDUCATION AUTHORITY
D	237394107		2014-09-11	$20,000,000	PARTIAL FINANCING FOR CONSTRUCTION OF A NEW REHABILITATION EDUCATION CENTER	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt	Capital ExpendituresCapitalExpendituresAmt
A	$29,240,908	$308,557	$28,932,351	2016	0	Yes (1)	Yes (1)	Yes (1)
B	$39,134,183	$288,533	$38,845,650	2015	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	$67,855,761	$568,398		2011	0	0	Yes (1)	Yes (1)	$62,400,000	$67,287,363
D	$20,000,000	$101,773		2015	0	0	Yes (1)	Yes (1)	$200,000	$19,898,227

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd
A	0	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)
D	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	Yes (1)	0	Yes (1)
B	Yes (1)	0	0	Yes (1)
C	Yes (1)	0	0	Yes (1)
D	Yes (1)	0	Yes (1)	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
SCHEDULE K, PART I, BOND ISSUES:	BOND ISSUE E: (A) ISSUER NAME: LACKAWANNA CNTY INDUSTRIAL DEVELOPMENT AUTHORITY (F) DESCRIPTION OF PURPOSE: PARTIAL REFUNDING OF SERIES 2010 BONDS, WHICH WERE ISSUED 09/09/10, AND REFUNDING SERIES 2002 K1 BONDS, WHICH WERE ISSUED 12/16/02.
SCHEDULE K, PART III, LINE 9:	THE UNIVERSITY HAS PROCEDURES IN PLACE BUT NO WRITTEN POLICY TO ENSURE COMPLIANCE WITH THESE REQUIREMENTS. THE UNIVERSITY IS WORKING TO FINALIZE A FORMAL WRITTEN POLICY.
SCHEDULE K, PART IV, ARBITRAGE, LINE 2C	BOND ISSUE A: (A) ISSUER NAME: SCRANTON-LACKAWANNA HEALTH AND WELFARE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 11/21/2017 BOND ISSUE C: (A) ISSUER NAME: CITY OF WILKES-BARRE FINANCING AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/15/2014

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	LACKAWANNA CNTY INDUSTRIAL DEV AUTHORITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	232058328	BondIssuerEIN
CUSIP	505493AY2	CUSIPNum
Bond Issued	2017-11-01	BondIssuedDt
Issue Price	$70,539,319	IssuePriceAmt
Purpose	SEE PART VI	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	$70,539,319	TotalProceedsAmt
Issuance Costs From Proceeds	$478,216	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$70,061,103	OtherSpentProceedsAmt
Substantial Completion	2017	SubstantialCompletionYr
Current Refunding	Yes (1)	CurrentRefundingInd
Advance Refunding	Yes (1)	AdvanceRefundingInd
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	Yes (1)	MgmtContractBondFincdPropInd
Engage Bond Counsel Contracts	Yes (1)	EngageBondCounselContractsInd
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	Yes (1)	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	0	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	0	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 L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	ROBERT B FARRELL ESQ	PersonNm
Relationship With Org	SEE PART V	RelationshipWithOrgTxt
Loan Purpose	SEE PART V	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$77,228	OriginalPrincipalAmt
Balance Due	$77,228	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	Yes (1)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$77,228	TotalBalanceDueAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS:	FormAndLineReferenceDesc
Explanation	(A) NAME OF PERSON: ROBERT B. FARRELL, ESQ.(B) RELATIONSHIP WITH ORGANIZATION: GENERAL COUNSEL(C) PURPOSE OF LOAN: EDUCATIONAL ASSISTANCE	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	24	ContributionCnt
Noncash Contributions Rpt F990	$782,883	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	13	ContributionCnt
Noncash Contributions Rpt F990	$1,264	NoncashContributionsRptF990Amt
Method Of Determining Revenues	RECEIPTS	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$10,134	NoncashContributionsRptF990Amt
Method Of Determining Revenues	RECEIPTS	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	EVENT PRIZES	7	$1,617	RECEIPTS
Yes (X)	SERVICE TRIP SUPPLIES	3	$1,255	RECEIPTS

Field	Value	IRS element (for citing)
Form8283 Received	13	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	THE NUMBER IN COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS.
PART I, LINE 32B:	THE UNIVERSITY OF SCRANTON UTILITIZES OUR PRIMARY BANKING PARTNER, PNC BANK, TO SELL ALL STOCK GIFTS AT MARKET VALUE AS THEY ARE RECEIVED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	THE PRESIDENT OF THE UNIVERSITY, REV. KEVIN P. QUINN, S.J., IS A MEMBER OF THE SCRANTON JESUIT COMMUNITY AND THE MARYLAND PROVINCE OF THE SOCIETY OF JESUS. OTHER CLERGY THAT ARE MEMBERS OF THE BOARD OF TRUSTEES MAY ALSO BE MEMBERS OF THE MARYLAND PROVINCE OF THE SOCIETY OF JESUS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED IN-HOUSE BASED UPON THE AMOUNTS REPORTED IN THE AUDITED FINANCIAL STATEMENTS. THE DRAFT FORM 990 IS COMPLETED BY TREASURER'S OFFICE PERSONNEL AND IS REVIEWED BY INDEPENDENT TAX ADVISORS AND BY THE UNIVERSITY'S SENIOR VICE PRESIDENT (SVP) FOR FINANCE AND ADMINISTRATION BEFORE BEING SENT TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE HAS APPROXIMATELY A ONE-WEEK PERIOD PRIOR TO THE REGULARLY SCHEDULED BOARD MEETING TO COMMENT ON THE DRAFT AND APPROPRIATE REVISIONS ARE MADE BASED UPON THOSE COMMENTS. THE REVISED DRAFT IS THEN MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES ON A SECURE UNIVERSITY WEBSITE. AT THE REGULAR BOARD MEETING THE BOARD FORMALLY ADOPTS THE FORM 990 AS FINAL AND AUTHORIZES THE UNIVERSITY'S SVP FOR FINANCE AND ADMINISTRATION TO FILE THE FORM 990 WITH THE IRS. AN IDENTICAL AND SIMULTANEOUS PROCESS IS FOLLOWED TO FILE THE UNIVERSITY'S ANNUAL FORM 990-T.
FORM 990, PART VI, SECTION B, LINE 12C	THE UNIVERSITY'S SECRETARY TO THE BOARD OF TRUSTEES EXPLAINS AND COLLECTS COMPLETED CONFLICT OF INTEREST STATEMENTS. THE STATEMENTS ARE DISSEMINATED TO MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, THOSE INVOLVED IN MANAGING FACILITIES AND PROCUREMENT, AND INDIVIDUALS MANAGING GRANT-FUNDED PROJECTS. THESE STATEMENTS ARE REVIEWED BY THE SECRETARY AND THE INTERNAL AUDITOR. THE SECRETARY ATTENDS ALL BOARD MEETINGS WHERE ACTIONS ARE VOTED UPON TO ENSURE THAT INDIVIDUALS WITH POTENTIAL OR ACTUAL CONFLICTS REFRAIN FROM 1) PARTICIPATING IN DISCUSSION, 2) BEING PRESENT DURING A VOTE, OR 3) VOTING UPON THE MATTER INVOLVING THE POTENTIAL OR ACTUAL CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE HUMAN RESOURCES OFFICE OR EXTERNAL SOURCES TO AID IN EVALUATING COMPENSATION AND BENEFITS AND STRATEGIES TO ASSURE THEY ARE APPROPRIATE TO ATTRACT AND RETAIN QUALIFIED PERSONNEL FOR SENIOR EXECUTIVE ADMINISTRATIVE POSITIONS. THE COMMITTEE ANNUALLY REVIEWS AND APPROVES COMPENSATION AND BENEFITS FOR SENIOR ADMINISTRATORS AND OFFICERS OF THE UNIVERSITY. THIS REVIEW INCLUDES COMPARABLE MARKET DATA FOR POSITIONS AT OTHER HIGHER EDUCATION INSTITUTIONS. THE COMMITTEE REPORTS TO THE EXECUTIVE COMMITTEE THE TOTAL COMPENSATION PAID THE UNIVERSITY'S PRESIDENT AND VICE PRESIDENTS. THE COMMITTEE REVIEWS THE RECOMMENDATIONS OF, AND ADVISES THE PRESIDENT AS TO INDIVIDUAL CONTRACTS THAT ARE ABOVE AND BEYOND THE SCOPE OF THE UNIVERSITY'S BASE COMPENSATION AND BENEFITS STRUCTURE.
FORM 990, PART VI, SECTION C, LINE 19	THE UNIVERSITY MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. MUCH OF THIS INFORMATION IS ALSO AVAILABLE IN THE UNIVERSITY'S ANNUAL INFORMATION RETURN ON FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE. THE FORM 990 AND THE OTHER DOCUMENTS NOTED ABOVE ARE AVAILABLE TO THE PUBLIC AT THE UNIVERSITY'S TREASURER'S OFFICE. THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC ONLINE AT "WWW.GUIDESTAR.ORG."
PART VII, SECTION A	THOMAS S. MACKINNON, VP FOR UNIVERSITY ADVANCEMENT, WAS HIRED ON MARCH 19, 2018. HE HAD NO REPORTABLE COMPENSATION FROM THE UNIVERSITY DURING THE 2017 CALENDAR YEAR.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT INTEREST LIABILITY 168,561.
FORM 990, PART VII	THE UNIVERSITY'S PRESIDENT IS A MEMBER OF THE SOCIETY OF JESUS. MEMBERS OF THE SOCIETY OF JESUS TAKE A VOW OF POVERTY. COMPENSATION FOR THIS UNIVERSITY OFFICER POSITION IS PAID DIRECTLY TO THE RELIGIOUS ORDER WHICH IS EXEMPT UNDER SECTION 501(C)(3). UNDER REV. RUL. 77-290, MEMBERS OF A RELIGIOUS ORDER PROVIDING SERVICES TO A CATHOLIC ORGANIZATION WILL BE CONSIDERED FOR TAX PURPOSES TO BE AN AGENT OF THE ORDER PROVIDED: 1) THE RELIGIOUS IS SUBJECT TO A VOW OF POVERTY, 2) THE RELIGIOUS IS PROVIDING SERVICES FOR A CATHOLIC ORGANIZATION LISTED IN THE OFFICIAL CATHOLIC DIRECTORY AT THE DIRECTION OF HIS SUPERIOR, AND 3) THE FULL AMOUNT OF COMPENSATION IS REMITTED TO THE TAX EXEMPT ORDER BY THE ORGANIZATION.
FORM 990, PART XII, LINE 2C	THE AUDIT COMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES IS APPOINTED BY THE BOARD TO ASSIST THE BOARD IN THE DISCHARGE OF ITS OVERSIGHT RESPONSIBILITIES. THE AUDIT COMMITTEE OVERSEES THE FINANCIAL REPORTING PROCESS TO ENSURE THE BALANCE, TRANSPARENCY, AND INTEGRITY OF PUBLISHED FINANCIAL INFORMATION. THE AUDIT COMMITTEE ALSO REVIEWS THE INDEPENDENT AUDIT PROCESS, INCLUDING RECOMMENDING THE APPOINTMENT AND ASSESSING THE PERFORMANCE OF THE EXTERNAL AUDITORS.
FORM 990, PART VI, SECTION B, LINES 16A AND 16B	THE UNIVERSITY MONITORS ITS RELATIONSHIPS WITH WITH FOR-PROFIT VENDORS TO ENSURE ITS TAX-EXEMPT STATUS IS NOT COMPROMISED AND IS IN THE PROCESS OF DEVELOPING A FORMAL WRITTEN POLICY TO DOCUMENT THESE PROCEDURES. THE UNIVERSITY HAS ENTERED INTO JOINT VENTURE ARRANGEMENTS WITH TWO PRIVATE ON-LINE EDUCATION PARTNERS TO PROVIDE TECHNICAL, RECRUITMENT, AND MARKETING SUPPORT FOR ITS ONLINE MBA AND ONLINE GRADUATE EDUCATION DEGREE PROGRAMS. THE UNIVERSITY EVALUATES ALL POTENTIAL JOINT VENTURES TO DETERMINE WHETHER THE ACTIVITIES WILL GENERATE UNRELATED BUSINESS INCOME. THE TREASURER'S OFFICE IS INVOLVED IN DISCUSSIONS WITH POTENTIAL BUSINESS PARTNERS AND ADVISES AS TO WHETHER OR NOT JOINT VENTURE RELATIONSHIPS COULD BE DETRIMENTAL TO THE UNIVERSITY'S TAX-EXEMPT STATUS. THE CURRENT JOINT VENTURES WITH ONLINE EDUCATION PROVIDERS CONSTITUTE ACTIVITIES CENTRAL TO THE UNIVERSITY'S MISSION.