ST BONAVENTURE UNIVERSITY BUSINESS OFFICE - HOPKINS HALL: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ST BONAVENTURE UNIVERSITY BUSINESS OFFICE - HOPKINS HALL (EIN 16-0743150)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-12
- IRS object ID
- 201911029349301101
- 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 D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-12T15:52:37-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160765486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | 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 | 160743150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST BONAVENTURE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STBO | BusinessNameControlTxt |
| Phone | 7163752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3261 WEST STATE ROAD | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H DANIEL HUNGERFORD CPA CGMA | PersonNm |
| Person Title | VP FOR FINANCE & ADMIN | PersonTitleTxt |
| Phone | 7163752000 | PhoneNum |
| Signature | 2019-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN P SCHIAVONE | PreparerPersonNm |
| PTIN | P00040031 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2019-04-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.36.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-11 | IPDt |
| IP Tm | 16:45:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E929E822DA4ED06B116DA1A0B819B04B4C73AA9A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E502D7FA903C90571D670E10831F84B7D693EA5A | 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 | DR DENNIS DEPERRO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3261 WEST STATE ROAD | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $98,065,476 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1858 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | CATHOLIC UNIVERSITY DEDICATED TO EDUCATIONAL EXCELLENCE IN THE FRANCISCAN TRADITION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 1476 | TotalEmployeeCnt |
| Total Volunteers | 1724 | TotalVolunteersCnt |
| Total Gross UBI | $459,844 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$94,268 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,066,279 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,757,271 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $67,892,957 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,557,377 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,492,909 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,398,385 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,266,730 | PYOtherRevenueAmt |
| CY Other Revenue | $4,784,466 | CYOtherRevenueAmt |
| PY Total Revenue | $82,718,875 | PYTotalRevenueAmt |
| CY Total Revenue | $90,497,499 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,741,731 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,966,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,174,120 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,700,739 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $157,874 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,573,565 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,936,709 | PYOtherExpensesAmt |
| CY Other Expenses | $20,891,116 | CYOtherExpensesAmt |
| PY Total Expenses | $81,852,560 | PYTotalExpensesAmt |
| CY Total Expenses | $85,716,504 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $866,315 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,780,995 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $176,422,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,417,352 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,915,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,668,125 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $144,506,513 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $149,749,227 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR COMMITMENT IS TO STUDENTS, STUDY AND SERVICE. FOUNDED IN 1858, ST. BONAVENTURE IS A CATHOLIC UNIVERSITY DEDICATED TO EDUCATIONAL EXCELLENCE IN THE FRANCISCAN TRADITION. WE ARE COMMITTED TO THE CONSTANT PURSUIT OF DISTINCTION IN OUR UNDERGRADUATE AND GRADUATE PROGRAMS, OUR INNOVATIVE LIBERAL ARTS CORE AND ALL OF OUR COURSES OF STUDY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $72,860,044 | ExpenseAmt |
| Grant | $30,966,775 | GrantAmt |
| Revenue | $74,492,871 | RevenueAmt |
| Desc | PROGRAM ACTIVITIES SUPPORT SBU'S EFFORTS TO FOSTER THE DEVELOPMENT OF KNOWLEDGEABLE, SKILLED, COMPASSIONATE AND ETHICAL INDIVIDUALS BY MENTORING STUDENTS WITHIN VITALLY ENGAGING LEARNING ENVIRONMENTS, EVER MINDFUL OF SUCH FRANCISCAN VALUES AS INDIVIDUAL DIGNITY, COMMUNITY INCLUSIVENESS, AND SERVICE TO OTHERS. PROGRAM EXPENSES INCLUDE INSTRUCTION FOR UNDERGRAD AND GRADUATE PROGRAMS, RESEARCH, HOUSING COSTS, FOOD SERVICE AND DINING, ATHLETICS, AND SCHOLARSHIPS AND FINANCIAL AID. | Desc |
| Total Program Service Expenses | $72,860,044 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| 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 | 0 | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 214 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1476 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H DANIEL HUNGERFORD CPA CGMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7163752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3261 WEST STATE ROAD | AddressLine1Txt |
| City | ST BONAVENTURE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14778 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DANIEL F COLLINS | |||||||
| SECOND VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN A COLUCCI | |||||||
| FIRST VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LAURIE A BRANCH | |||||||
| BOARD SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT J DAUGHERTY | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY J FINAN | |||||||
| VICE CHAIR FOR ACADEMIC EX | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENNIS R DEPERRO EDD | |||||||
| PRESIDENT (EFFECTIVE 6/1) | 40.00 | Yes (X) | Yes (X) | $195,384 | $0 | $26,357 | |
| DR ANDREW ROTH | |||||||
| INTERIM PRESIDENT (THRU 5/31) | 40.00 | Yes (X) | Yes (X) | $112,536 | $0 | $11,254 | |
| ALBERT C HORTON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN L SWAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BHARAT KOHLI MD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL PURCELL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL A SCHUMACHER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY ABBOTT LETRO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEB HENRETTA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR DANIEL P HORAN OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR LINH N HOANG OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FR THOMAS E CONWAY OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES E STITT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET I BODNAR | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D SHEEHAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN A CLEARY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LANA D BENATOVICH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE C QUICK III | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNDA M WILHELM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MAJ GEN LES PALM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARVIN W STOCKER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A ANDERSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E HILL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL FOSSACECA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL C MCDONALD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD PENNA | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN G BARRY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS M GARVEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VERY REV JOHN PUODZIUNAS OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VERY REV KEVIN J MULLEN OFM | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM J LAWLEY JR | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| YVONNE MINOR-RAGAN PHD | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD VALENTO | |||||||
| VP-ENROLLMENT MANAGEMENT | 40.00 | Yes (X) | $138,006 | $0 | $13,801 | ||
| DR JOSEPH ZIMMER | |||||||
| PROVOST & VP-ACADEMIC AFFAIRS | 40.00 | Yes (X) | $136,745 | $0 | $28,551 | ||
| NANCY K TAYLOR | |||||||
| ACTING CFO (EFFECTIVE 8/1) | 40.00 | Yes (X) | $100,480 | $0 | $24,924 | ||
| ROBERT VAN WICKLIN | |||||||
| VP-UNIVERSITY ADVANCEMENT | 40.00 | Yes (X) | $146,611 | $0 | $21,903 | ||
| DR MATRECIA JAMES | |||||||
| DEAN - SCHOOL OF BUSINESS | 40.00 | $221,853 | $0 | $27,854 | Yes (X) | ||
| DR MICHAEL FISCHER | |||||||
| PROFESSOR - ACCOUNTING | 40.00 | $146,011 | $0 | $29,523 | Yes (X) | ||
| JESSIE FLEMING | |||||||
| WOMEN'S HEAD BB BOACH | 40.00 | $155,611 | $0 | $30,283 | Yes (X) | ||
| MARK SCHMIDT | |||||||
| MEN'S HEAD BB COACH | 40.00 | $754,708 | $0 | $81,385 | Yes (X) | ||
| TIMOTHY KENNEY | |||||||
| DIRECTOR OF INTERCOLLEGIATE ATHLETICS | 40.00 | $150,821 | $0 | $30,804 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,258,766 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $326,639 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KEYPATH EDUCATION LLC | |||||
| 1933 N MEACHAM RD SUITE 400 | SCHAUMBURG | IL | 60173 | ENROLLMENT MANAGEMENT | $793,773 |
| CHARTERSEARCH | |||||
| 4 ARLINGTON PLACE | HAVERHILL | MA | 01830 | TRAVEL | $310,014 |
| ANC SPORTS ENTERPRISES LLC | |||||
| 2 MANHATTANVILLE RD SUITE 402 | PURCHASE | NY | 10577 | MARKETING | $225,000 |
| ELLUCIAN INC | |||||
| 62814 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | SOFTWARE SUPPORT SERVICES | $217,693 |
| RUFFALO NOEL LEVITZ LLC | |||||
| PO BOX 718 | DES MOINES | IA | 50303 | ENROLLMENT MANAGEMENT | $197,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $36,975 | FundraisingAmt |
| Government Grants | $830,211 | GovernmentGrantsAmt |
| All Other Contributions | $9,890,085 | AllOtherContributionsAmt |
| Noncash Contributions | $495,731 | NoncashContributionsAmt |
| Total Contributions | $10,757,271 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $59,414,633 | $59,414,633 |
| RESIDENCE HALL | 721000 | $9,108,547 | $9,108,547 |
| FOOD SERVICE/DINING | 722210 | $2,034,197 | $2,034,197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,557,377 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,289,144 | TotalRevenueColumnAmt |
| Exclusion | $1,289,144 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,727 | TotalRevenueColumnAmt |
| Exclusion | $29,727 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $334,611 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $334,611 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $334,611 | TotalRevenueColumnAmt |
| Exclusion | $334,611 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,524,581 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,415,340 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,109,241 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,109,241 | TotalRevenueColumnAmt |
| Exclusion | $3,109,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $139,795 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $36,975 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $133,821 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,974 | TotalRevenueColumnAmt |
| Exclusion | $5,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $37,632 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $18,816 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,816 | TotalRevenueColumnAmt |
| Exclusion | $18,816 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER AUXILIARY ACTVITIES | 611710 | $655,548 | $205,313 | $450,235 |
| PASSED THROUGH PARTNERSHIPS | 900003 | $9,609 | $9,609 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,730,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,730,181 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,395,338 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,497,499 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,492,871 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $459,844 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,787,513 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,866,149 | TotalAmt |
| Program Services | $29,866,149 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100,626 | TotalAmt |
| Program Services | $1,100,626 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,004 | TotalAmt |
| Management And General | $888,944 | ManagementAndGeneralAmt |
| Fundraising | $164,060 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,077,828 | TotalAmt |
| Program Services | $20,089,994 | ProgramServicesAmt |
| Management And General | $2,879,178 | ManagementAndGeneralAmt |
| Fundraising | $1,108,656 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,569,907 | TotalAmt |
| Program Services | $6,879,320 | ProgramServicesAmt |
| Management And General | $1,268,193 | ManagementAndGeneralAmt |
| Fundraising | $422,394 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,874 | TotalAmt |
| Fundraising | $157,874 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,517,879 | TotalAmt |
| Program Services | $1,534,571 | ProgramServicesAmt |
| Management And General | $903,446 | ManagementAndGeneralAmt |
| Fundraising | $79,862 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,742,178 | TotalAmt |
| Program Services | $2,086,626 | ProgramServicesAmt |
| Management And General | $528,002 | ManagementAndGeneralAmt |
| Fundraising | $127,550 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,100 | TotalAmt |
| Program Services | $228,357 | ProgramServicesAmt |
| Management And General | $57,784 | ManagementAndGeneralAmt |
| Fundraising | $13,959 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,567,147 | TotalAmt |
| Program Services | $86,167 | ProgramServicesAmt |
| Management And General | $1,480,980 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,760,314 | TotalAmt |
| Program Services | $1,540,165 | ProgramServicesAmt |
| Management And General | $103,640 | ManagementAndGeneralAmt |
| Fundraising | $116,509 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,167 | TotalAmt |
| Program Services | $99,639 | ProgramServicesAmt |
| Management And General | $18,722 | ManagementAndGeneralAmt |
| Fundraising | $8,806 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,990 | TotalAmt |
| Program Services | $718,595 | ProgramServicesAmt |
| Management And General | $97,686 | ManagementAndGeneralAmt |
| Fundraising | $8,709 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,733,021 | TotalAmt |
| Program Services | $3,261,907 | ProgramServicesAmt |
| Management And General | $432,552 | ManagementAndGeneralAmt |
| Fundraising | $38,562 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,870 | TotalAmt |
| Program Services | $72,333 | ProgramServicesAmt |
| Management And General | $319,954 | ManagementAndGeneralAmt |
| Fundraising | $3,583 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ATHLETICS | $2,181,923 | $1,975,513 | $206,410 | |
| STUDENT ACTIVITIES | $1,108,473 | $1,095,999 | $8,946 | $3,528 |
| REPAIRS AND MAINTENANCE | $767,829 | $183,683 | $574,968 | $9,178 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,864,225 | TotalAmt |
| Program Services | $2,040,400 | ProgramServicesAmt |
| Management And General | $513,490 | ManagementAndGeneralAmt |
| Fundraising | $310,335 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,716,504 | TotalAmt |
| Program Services | $72,860,044 | ProgramServicesAmt |
| Management And General | $10,282,895 | ManagementAndGeneralAmt |
| Fundraising | $2,573,565 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,536,807 | BOYAmt |
| EOY | $15,662,202 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,317,755 | BOYAmt |
| EOY | $3,037,660 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,041,412 | BOYAmt |
| EOY | $5,379,736 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,049 | BOYAmt |
| EOY | $506,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $158,294,281 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $76,711,541 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,359,498 | BOYAmt |
| EOY | $81,582,740 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,818,251 | BOYAmt |
| EOY | $23,911,378 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,564,496 | BOYAmt |
| EOY | $49,124,651 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,184,067 | BOYAmt |
| EOY | $1,212,052 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,422,335 | BOYAmt |
| EOY | $180,417,352 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,753,833 | BOYAmt |
| EOY | $4,082,695 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,699,641 | BOYAmt |
| EOY | $1,808,185 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,010,000 | BOYAmt |
| EOY | $14,540,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,852,486 | BOYAmt |
| EOY | $872,200 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,185,000 | BOYAmt |
| EOY | $1,855,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,414,862 | BOYAmt |
| EOY | $7,510,045 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,915,822 | BOYAmt |
| EOY | $30,668,125 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,735,820 | BOYAmt |
| EOY | $77,738,581 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,775,702 | BOYAmt |
| EOY | $24,814,208 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,994,991 | BOYAmt |
| EOY | $47,196,438 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,506,513 | BOYAmt |
| EOY | $149,749,227 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,422,335 | BOYAmt |
| EOY | $180,417,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,780,995 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $471,328 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,609 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,163,933 | BeginningYearBalanceAmt |
| Contributions | $3,486,870 | ContributionsAmt |
| Investment Earnings Or Losses | $4,866,879 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,431,383 | GrantsOrScholarshipsAmt |
| Other Expenditures | $594,621 | OtherExpendituresAmt |
| End Year Balance | $70,491,678 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,892,466 | BeginningYearBalanceAmt |
| Contributions | $605,632 | ContributionsAmt |
| Investment Earnings Or Losses | $7,229,330 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,390,342 | GrantsOrScholarshipsAmt |
| Other Expenditures | $173,153 | OtherExpendituresAmt |
| End Year Balance | $65,163,933 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,127,787 | BeginningYearBalanceAmt |
| Contributions | $700,749 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,043,675 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,419,777 | GrantsOrScholarshipsAmt |
| Other Expenditures | $472,618 | OtherExpendituresAmt |
| End Year Balance | $59,892,466 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,307,710 | BeginningYearBalanceAmt |
| Contributions | $3,305,498 | ContributionsAmt |
| Investment Earnings Or Losses | $2,290,531 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,253,187 | GrantsOrScholarshipsAmt |
| Other Expenditures | $522,765 | OtherExpendituresAmt |
| End Year Balance | $64,127,787 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,024,089 | BeginningYearBalanceAmt |
| Contributions | $832,504 | ContributionsAmt |
| Investment Earnings Or Losses | $5,829,676 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,090,745 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,287,814 | OtherExpendituresAmt |
| End Year Balance | $61,307,710 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,496,485 | OtherCostOrOtherBasisAmt |
| Book Value | $1,496,485 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,381,057 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,498,666 | DepreciationAmt |
| Book Value | $70,882,391 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,806,586 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,119,612 | DepreciationAmt |
| Book Value | $3,686,974 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,610,153 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,093,263 | DepreciationAmt |
| Book Value | $5,516,890 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $81,582,740 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $49,124,651 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $49,124,651 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT AND OTHER DEPOSITS | $252,428 |
| POST EMPLOYMENT BENEFIT OBLIGATION | $290,849 |
| US GOVT GRANTS REFUNDABLE | $2,238,369 |
| ASSET RETIREMENT OBLIGATION | $4,301,618 |
| UNAMORTIZED BOND PREMIUM | $1,054,798 |
| UNAMORTIZED DEBT ISSUANCE COSTS | -$628,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,510,045 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $91,093,039 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $471,328 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $471,328 | RevenueNotReportedAmt |
| Revenue Subtotal | $90,621,711 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$124,212 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$124,212 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $90,497,499 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $85,850,325 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $133,821 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $133,821 | ExpensesNotReportedAmt |
| Expenses Subtotal | $85,716,504 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $85,716,504 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS, WHICH CONSIST OF CONTRIBUTIONS RECEIVED SINCE THE UNIVERSITY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE BALANCE SHEET. THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, SCULPTURE, POTTERY, GLASS, WOODCARVINGS, DRAWINGS AND OTHER WORKS. THE COLLECTIONS ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC AND CURATORIAL PURPOSES. |
| PART III, LINE 4: | LOCATED ON THE CAMPUS OF THE UNIVERSITY, THE REGINA A. QUICK CENTER FOR THE ARTS HAS AS ITS MISSION TO OFFER BOTH THE UNIVERSITY COMMUNITY AND THE GENERAL PUBLIC A PROGRAM OF PROFESSIONAL, CULTURALLY DIVERSE ARTS EVENTS AND EXHIBITIONS OF THE HIGHEST ARTISTIC QUALITY REFLECTING THE VALUES OF THE UNIVERSITY AND ITS CURRICULUM. TO THAT END, THE CENTER COLLECTS, PRESERVES, EXHIBITS AND INTERPRETS HISTORIC AND CONTEMPORARY VISUAL ART AND CULTURAL ARTIFACTS AND MAINTAINS ACTIVE OUTREACH TO A WIDE COMMUNITY IN THE SECOND MOST UNDERDEVELOPED COUNTY IN NEW YORK STATE AND THE SIX CONTIGUOUS COUNTIES OF THE SOUTHERN TIER OF WESTERN NEW YORK AND NORTHERN PENNSYLVANIA. THE UNIVERSITY'S COLLECTIONS INCLUDE OVER 3,000 WORKS OF ART DATING FROM SEVERAL HUNDRED YEARS BEFORE THE BIRTH OF CHRIST INTO THE 21ST CENTURY, REPRESENTING EUROPEAN, AMERICAN, ASIAN AND MESOAMERICAN CULTURES. THE COLLECTIONS INCLUDE PAINTINGS, SCULPTURE, POTTERY, GLASS, WOODCARVINGS, DRAWINGS AND OTHER WORKS ON PAPER IN ALL PRINT MEDIA. AN INSTALLATION OF OVER 250 WORKS ARE ON PERMANENT DISPLAY AUGMENTED BY TEN OR MORE ADDITIONAL TEMPORARY EXHIBITIONS PRODUCED YEARLY FROM BOTH LOAN SOURCES AND THE UNIVERSITY'S OWN HOLDINGS. THE COLLECTIONS REFLECT THE UNIVERSITY'S MISSION THROUGH ITS BREADTH AND DEPTH. WE BELIEVE OUR HOLDINGS REPRESENT AN EXTRAORDINARY RESOURCE IN AN ECONOMICALLY CHALLENGED COMMUNITY WITH LITTLE ACCESS TO CULTURAL RESOURCES. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE AVAILABLE FOR SCHOLARSHIPS, QUICK ARTS CENTER, FRANCISCAN PROGRAMS, RESEARCH, ACADEMICS, AND TEACHING. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -133,821. PASSED THROUGH PARTNERSHIPS 9,609. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 133,821. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE POLICY IS PUBLISHED IN PRINTED PAMPHLETS, CATALOGUES, BROCHURES, AND NEWSPAPER ADVERTISEMENTS. |
| SCHEDULE E, PART I, LINE 6 | SBU RECEIVES FUNDING FROM FEDERAL AND NEW YORK STATE AGENCIES FOR VARIOUS PROGRAMS AND STUDENT FINANCIAL ASSISTANCE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 2 | PROGRAM SERVICES | HIGHER EDUCATION STUDY ABROAD SERVICES | $309,322 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $15,148,091 |
| 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 | $15,457,413 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,457,413 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 8 | $176,655 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 3 | $76,250 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 7 | $140,895 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 23 | $627,398 | APPLIED TO STUDENT ACCOUNTS |
| SCHOLARSHIPS AND GRANTS PROVIDED AS FINANCIAL AID TO STUDENTS | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 3 | $79,428 | APPLIED TO STUDENT ACCOUNTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS MADE TO INDIVIDUALS OUTSIDE OF THE U.S. ARE IN THE FORM OF SCHOLARSHIPS AND INSTITUTIONAL SUPPORT FOR STUDENTS ATTENDING THE UNIVERSITY. ACADEMIC AWARDS ARE MONITORED AT THE TIME OF ADDMISSION. ALL STUDENTS ARE REVIEWED FOR ACADEMIC AWARD ELIGIBILITY. THE SAME CRITERIA IS USED FOR ALL STUDENTS, INTERNATIONAL OR NOT. IF STUDENTS ARE ELIGIBLE THEY ARE NOTIFIED ALONG WITH THIER OFFER OF ADDMISSION. RENEWAL IS BASED, AMONG OTHER THINGS, ON CUMULATIVE GPA, RESIDENTIAL STATUS, ETC. |
| PART I, LINE 3: | EXPENDITURES ARE ACCOUNTED FOR ON THE ACCRUAL BASIS OF ACCOUNTING. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAHAM-PELTON CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 PENN PLAZA 23RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $157,874 | RetainedByContractorAmt |
| Net To Organization | -$157,874 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $157,874 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$157,874 | TotalNetToOrganizationAmt |
| Licensed States | NJ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ALUMNI REUNION | Event1Nm |
| Gross Receipts Event1 | $124,345 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $124,345 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $57,484 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $25,069 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $24,314 | OtherDirectExpensesEvent1Amt |
| Event2 | DINNER | Event2Nm |
| Gross Receipts Event2 | $52,425 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $36,975 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,450 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $20,775 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,179 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $176,770 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $36,975 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $139,795 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $78,259 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,069 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,493 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $133,821 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,974 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $37,632 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $18,816 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $37,632 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $18,816 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $18,816 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $18,816 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NY | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | WE ARE BELOW THE CATEGORY 2 THRESHOLD OF $5,000 FOR A SINGLE RAFFLE AND $30,000 AGGREGATE NET PROCEEDS | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
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 | SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY. | GrantTypeTxt |
| Recipient | 1564 | RecipientCnt |
| Cash Grant | $29,866,149 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACADEMIC AWARDS ARE MONITORED AT THE TIME OF ADMISSION. ALL STUDENTS ARE REVIEWED FOR ACADEMIC AWARD ELIGIBILITY. THE SAME CRITERIA IS USED FOR ALL STUDENTS, INTERNATIONAL OR NOT. IF STUDENTS ARE ELIGIBLE THEY ARE NOTIFIED ALONG WITH THEIR OFFER OF ADMISSION. RENEWAL IS BASED, AMONG OTHER THINGS, ON CUMULATIVE GPA, RESIDENTIAL STATUS, ETC. FRANCISCAN INSTITUTE (FI) AWARDS ARE REVIEWED FOR ELIGIBILITY AND AMOUNTS ARE DETERMINED BY FI. ATHLETIC AWARDS ARE IN ADDITION TO ACADEMIC AWARDS AND ARE DETERMINED BASED ON THE SPORT, NCAA STANDARDS, INTERNAL FUNDS AVAILABILITY, AND NEGOTIATIONS BETWEEN THE COACH AND ATHLETE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENNIS R DEPERRO EDD | ||||||||||||||
| PRESIDENT (EFFECTIVE 6/1) | $184,615 | $0 | $0 | $0 | $10,769 | $0 | $18,462 | $0 | $7,895 | $0 | $221,741 | $0 | $0 | $0 |
| BERNARD VALENTO | ||||||||||||||
| VP-ENROLLMENT MANAGEMENT | $138,006 | $0 | $0 | $0 | $0 | $0 | $13,801 | $0 | $0 | $0 | $151,807 | $0 | $0 | $0 |
| DR JOSEPH ZIMMER | ||||||||||||||
| PROVOST & VP-ACADEMIC AFFAIRS | $136,745 | $0 | $0 | $0 | $0 | $0 | $13,675 | $0 | $14,876 | $0 | $165,296 | $0 | $0 | $0 |
| ROBERT VAN WICKLIN | ||||||||||||||
| VP-UNIVERSITY ADVANCEMENT | $140,766 | $0 | $0 | $0 | $5,845 | $0 | $14,077 | $0 | $7,826 | $0 | $168,514 | $0 | $0 | $0 |
| DR MATRECIA JAMES | ||||||||||||||
| DEAN - SCHOOL OF BUSINESS | $221,853 | $0 | $0 | $0 | $0 | $0 | $22,185 | $0 | $5,669 | $0 | $249,707 | $0 | $0 | $0 |
| DR MICHAEL FISCHER | ||||||||||||||
| PROFESSOR - ACCOUNTING | $138,011 | $0 | $0 | $0 | $8,000 | $0 | $13,801 | $0 | $15,722 | $0 | $175,534 | $0 | $0 | $0 |
| JESSIE FLEMING | ||||||||||||||
| WOMEN'S HEAD BB BOACH | $145,611 | $0 | $5,000 | $0 | $5,000 | $0 | $14,561 | $0 | $15,722 | $0 | $185,894 | $0 | $0 | $0 |
| MARK SCHMIDT | ||||||||||||||
| MEN'S HEAD BB COACH | $712,208 | $0 | $25,000 | $0 | $17,500 | $0 | $65,663 | $0 | $15,722 | $0 | $836,093 | $0 | $0 | $0 |
| TIMOTHY KENNEY | ||||||||||||||
| DIRECTOR OF INTERCOLLEGIATE ATHLETIC | $150,821 | $0 | $0 | $0 | $0 | $0 | $15,082 | $0 | $15,722 | $0 | $181,625 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF CATTARAUGUS IDA 2016 | ||||||||
| A | 237312732 | 14946TBFO | 2016-02-11 | $6,904,497 | REFUNDING OF 2006 BOND | 0 | 0 | 0 |
| COUNTY OF CATTARAUGUS IDA 2014 | ||||||||
| B | 237312732 | 14946TAA2 | 2014-05-29 | $10,393,724 | DORMITORY RENOVATIONS AND DEFERRED MAINTENANCE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $6,904,497 | $265,523 | 2016 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $10,393,724 | $207,874 | 2015 | 0 | 0 | 0 | Yes (1) | $10,086,473 | $99,377 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $20,000 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 45 | ContributionCnt |
| Noncash Contributions Rpt F990 | $490,079 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV AT TIME OF GIFT | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VISUAL ARTS STUDIO EQUIPMENT | 1 | $4,652 | FMV AT TIME OF GIFT |
| Yes (X) | MISC. ITEMS | 2 | $1,000 | FMV AT TIME OF GIFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | NONCASH CONTRIBUTIONS ARE RECOGNIZED IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THOSE ITEMS REPORTED IN COLUMN A AND NOT COLUMN C DID NOT MEET THIS CRITERIA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS SUBJECT TO REVIEW BY BOTH THE FINANCE AND TRUSTEESHIP COMMITTEES OF THE BOARD OF TRUSTEES PRIOR TO BEING FILED. IT IS ALSO MADE AVAILABLE ON THE TRUSTEES WEB SITE FOR THE PERUSAL OF ALL TRUSTEES DURING THE PERIOD IN WHICH IT IS UNDER REVIEW, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND EMPLOYEES OF SBU ARE REQUIRED TO ADHERE TO A CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES THAT ANY CONFLICTS ARE SELF-DISCLOSED AND ADDITIONAL CONFLICTS AND POTENTIAL CONFLICTS ARE MONITORED THROUGH THE VICE-PRESIDENTIAL OFFICES, OFFICE OF THE PRESIDENT AND OFFICE OF HUMAN RESOURCES. WHEN A CONFLICT IS PRESENT AT THE BOARD LEVEL, THE TRUSTEE WILL ABSTAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EXTERNAL COMPENSATION CONSULTING FIRM IS PERIODICALLY RETAINED TO ASSIST WITH ANALYSIS OF OFFICER COMPENSATION. THE FIRM REVIEWS OFFICER JOB DESCRIPTIONS AND ESTABLISHES A RECOMMENDED SALARY RANGE BASED ON RELEVANT BENCHMARK DATA. BENCHMARK DATA USED INCLUDES THE COLLEGE AND UNIVERSITY PERSONNEL ASSOCIATION SURVEY AND IT IS SUPPLEMENTED BY DATA IN SPECIFIC INDUSTRIES AND/OR LOCAL DATA. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE DATA WITH THE FIRM AND SETS THE OFFICERS' COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS (INCLUDING POLICIES) ARE AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH THE OFFICE OF HUMAN RESOURCES AND/OR PUBLIC RELATIONS OFFICE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH THE OFFICE OF PUBLIC RELATIONS OR FINANCE OFFICE OF THE UNIVERSITY. |
| FORM 990, PART XI, LINE 9: | PASSED THROUGH PARTNERSHIPS -9,609. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |