URSINUS COLLEGE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- URSINUS COLLEGE (EIN 23-1177930)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-03
- IRS object ID
- 201911239349300216
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-03T08:12:12-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231177930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URSINUS COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URSI | BusinessNameControlTxt |
| Phone | 6104093000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 EAST MAIN STREET | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR S BROCK BLOMBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6104093000 | PhoneNum |
| Signature | 2019-04-30 | 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 |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.59.42.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-30 | IPDt |
| IP Tm | 09:07:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34CDD26EA689694F2AB7BB3383C669CD08D35215 | 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 S BROCK BLOMBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 EAST MAIN STREET | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $178,770,836 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.URSINUS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 1556 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $63,575 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,367,892 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,375,479 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $93,784,501 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,128,565 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,605,225 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,791,407 | CYInvestmentIncomeAmt |
| PY Other Revenue | $381,108 | PYOtherRevenueAmt |
| CY Other Revenue | $922,524 | CYOtherRevenueAmt |
| PY Total Revenue | $111,138,726 | PYTotalRevenueAmt |
| CY Total Revenue | $110,217,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,474,532 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,736,773 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,654,609 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,117,362 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $265,833 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $755,419 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,529,246 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,225,891 | PYOtherExpensesAmt |
| CY Other Expenses | $28,558,235 | CYOtherExpensesAmt |
| PY Total Expenses | $109,620,865 | PYTotalExpensesAmt |
| CY Total Expenses | $111,167,789 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,517,861 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$949,814 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $330,608,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,721,426 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $79,727,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,523,098 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $250,880,965 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $251,198,328 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THAT EDUCATION PREPARES THEM TO LIVE CREATIVELY AND USEFULLY, AND TO PROVIDE LEADERSHIP FOR THEIR SOCIETY IN AN INTERDEPENDENT WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $86,198,676 | ExpenseAmt |
| Grant | $46,736,773 | GrantAmt |
| Revenue | $73,984,319 | RevenueAmt |
| Desc | ACADEMIC INSTRUCTION: URSINUS COLLEGE IS AN INDEPENDENT, FOUR YEAR LIBERAL ARTS COLLEGE FOUNDED IN 1869. THE MISSION OF THE COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THE COLLEGE ENROLLS APPROXIMATELY 1,500 STUDENTS, APPROXIMATELY 93% OF WHOM LIVE IN COLLEGE RESIDENCE HALLS. AT THE START OF THE 2017-2018 ACADEMIC YEAR, THE COLLEGE ENROLLED 1,495 FULL-TIME EQUIVALENT DAY STUDENTS FROM 31 STATES AND 20 COUNTRIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,032,193 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,144,246 | RevenueAmt |
| Desc | STUDENT SERVICES, INCLUDING HOUSING, ROOM & BOARD, AND ATHLETICS: THE COLLEGE OFFERS LIVING ACCOMMODATIONS FOR MOST OF ITS STUDENTS IN EITHER TRADITIONAL RESIDENCE HALLS INTEGRATED INTO THE CAMPUS, OR IN RENOVATED HISTORIC HOMES IN THE COMMUNITY THAT BORDER THE CAMPUS. STUDENTS MAY CHOOSE FROM A VARIETY OF MEAL PLANS AND MAY CHOOSE TO TAKE THEIR MEALS IN THE MAIN DINING HALL, OR IN ZACK'S, THE CAMPUS GRILL AND SNACK BAR. URSINUS OFFERS OPPORTUNITIES TO ACHIEVE ATHLETIC AND PERSONAL GOALS THROUGH INTERCOLLEGIATE ATHLETICS, CLUB SPORTS AND INTRAMURAL PROGRAMS. OVER 85% OF URSINUS STUDENTS INTEGRATE SOME ASPECT OF THE ATHLETIC PROGRAM INTO THEIR LIVES AT THE COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $96,230,869 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1556 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIANNE LOZINAK CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6104093484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 EAST MAIN STREET | AddressLine1Txt |
| City | COLLEGEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WILBERT D ABELE | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM H BARNABY MD | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA K BOWMAN | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBERT L BRANT ESQ | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY S BREWSTER ESQ | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CARL V BUCK III ESQ | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN CALLAHAN | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CARTER MD | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY CONNELL | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS CORRELL ESQ | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN E F CORSON | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA COSGRAVE | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE GECZIK | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL HAAS MD | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J LEWIS MD | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GRAHAM MACKENZIE | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MARKMAN ESQ | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD E PARLEE MD | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PIOTROWICZ | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ROSVOLD MD | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AAKASH SHAH MD | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN J STAUROWSKY | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NINA B STRYKER ESQ | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR MARGARET WILLIAMS | ||||||||
| VOTING MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WONDERLING | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR S BROCK BLOMBERG | ||||||||
| PRESIDENT | 50.00 | $465,711 | $0 | $27,361 | Yes (X) | |||
| LUCIEN T WINEGAR III | ||||||||
| INTERIM PRES/VP ACADEMIC AFFAIRS/FACULTY | 50.00 | $397,085 | $0 | $21,206 | Yes (X) | |||
| ANNETTE S PARKER | ||||||||
| VP FOR FINANCE & ADMIN | 50.00 | $262,451 | $0 | $25,960 | Yes (X) | |||
| JILL A MARSTELLER | ||||||||
| SVP FOR ADVANCEMENT | 50.00 | $268,592 | $0 | $69,648 | Yes (X) | |||
| EUGENE SPENCER | ||||||||
| CHIEF INFORMATION OFFICER | 50.00 | $188,225 | $0 | $21,532 | Yes (X) | |||
| ROBERT CLOTHIER | ||||||||
| VP & GENERAL COUNSEL | 50.00 | $198,286 | $0 | $15,381 | Yes (X) | |||
| LAURA MOLIKEN | ||||||||
| ATHLETIC DIRECTOR | 50.00 | $142,297 | $0 | $36,455 | Yes (X) | |||
| CHARLES STAINBACK | ||||||||
| BERMAN MUSEUM DIRECTOR | 50.00 | $140,055 | $0 | $18,041 | Yes (X) | |||
| DAVID TOBIAS | ||||||||
| VP AND DEAN OF ENROLLMENT | 50.00 | $157,099 | $0 | $30,892 | Yes (X) | |||
| ANDREA BOHN | ||||||||
| ASSOCIATE VP FOR FINANCE & ADMIN | 50.00 | $144,542 | $0 | $18,331 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,364,343 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $284,807 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | 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 |
|---|---|---|---|---|---|
| KINSLEY CONSTRUCTION INC | |||||
| PO BOX 2886 | YORK | PA | 17405 | CONSTRUCTION | $7,287,440 |
| SODEXO INC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FOOD SERVICE | $5,039,299 |
| ROAD-CON INC | |||||
| 902 CAMARO RUN DRIVE | WEST CHESTER | PA | 19380 | CONSTRUCTION | $561,083 |
| ROYALL & COMPANY | |||||
| PO BOX 603519 | CHARLOTTE | NC | 28260 | CONSULTANT | $426,809 |
| ELLENZWEIG ASSOCIATES | |||||
| 230 CONGRESS ST | BOSTON | MA | 02110 | ARCHITECTS | $416,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $21,309 | FundraisingAmt |
| Government Grants | $1,310,494 | GovernmentGrantsAmt |
| All Other Contributions | $7,043,676 | AllOtherContributionsAmt |
| Noncash Contributions | $1,794,482 | NoncashContributionsAmt |
| Total Contributions | $8,375,479 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $74,048,895 | $74,048,895 |
| ROOM AND BOARD | 611600 | $17,390,113 | $17,390,113 |
| ATHLETICS | 611600 | $541,353 | $541,353 |
| STUDENT SERVICES | 611600 | $129,780 | $129,780 |
| AUXILIARY ENTERPRISES | 611600 | $18,424 | $18,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,128,565 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,328,539 | TotalRevenueColumnAmt |
| Exclusion | $4,328,539 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,034 | TotalRevenueColumnAmt |
| Exclusion | $11,034 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $664,787 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $297,104 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $367,683 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,683 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$19,425 | UnrelatedBusinessRevenueAmt |
| Exclusion | $387,108 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,700,482 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,237,614 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,462,868 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,462,868 | TotalRevenueColumnAmt |
| Exclusion | $4,462,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,310 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $21,309 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,143 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,167 | TotalRevenueColumnAmt |
| Exclusion | $3,167 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CONFERENCES & SUMMER CAMPS | 611600 | $348,575 | $83,000 | $265,575 |
| BOOKSTORE COMMISSIONS | 900099 | $81,201 | $81,201 | |
| OTHER INCOME | 900099 | $40,760 | $40,760 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,104 | TotalRevenueColumnAmt |
| Exclusion | $70,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $540,640 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,217,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,128,565 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $63,575 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,650,356 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,102,523 | TotalAmt |
| Program Services | $46,102,523 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,250 | TotalAmt |
| Program Services | $634,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,788,330 | TotalAmt |
| Program Services | $202,225 | ProgramServicesAmt |
| Management And General | $1,246,468 | ManagementAndGeneralAmt |
| Fundraising | $339,637 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,124,954 | TotalAmt |
| Program Services | $21,322,456 | ProgramServicesAmt |
| Management And General | $3,535,834 | ManagementAndGeneralAmt |
| Fundraising | $1,266,664 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,607,656 | TotalAmt |
| Program Services | $1,290,723 | ProgramServicesAmt |
| Management And General | $237,238 | ManagementAndGeneralAmt |
| Fundraising | $79,695 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,577,739 | TotalAmt |
| Program Services | $2,823,954 | ProgramServicesAmt |
| Management And General | $614,376 | ManagementAndGeneralAmt |
| Fundraising | $139,409 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,018,683 | TotalAmt |
| Program Services | $1,544,511 | ProgramServicesAmt |
| Management And General | $358,082 | ManagementAndGeneralAmt |
| Fundraising | $116,090 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,121 | TotalAmt |
| Management And General | $134,121 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,972 | TotalAmt |
| Program Services | $12,100 | ProgramServicesAmt |
| Management And General | $95,872 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,419 | TotalAmt |
| Fundraising | $755,419 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,575 | TotalAmt |
| Management And General | $471,575 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,904,905 | TotalAmt |
| Program Services | $2,319,078 | ProgramServicesAmt |
| Management And General | $504,451 | ManagementAndGeneralAmt |
| Fundraising | $81,376 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,513 | TotalAmt |
| Program Services | $12,375 | ProgramServicesAmt |
| Management And General | $64,138 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,114,888 | TotalAmt |
| Program Services | $2,064,040 | ProgramServicesAmt |
| Management And General | $662,519 | ManagementAndGeneralAmt |
| Fundraising | $388,329 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657,502 | TotalAmt |
| Program Services | $1,412,885 | ProgramServicesAmt |
| Management And General | $244,617 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,735,355 | TotalAmt |
| Program Services | $2,650,888 | ProgramServicesAmt |
| Management And General | $84,467 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,315,073 | TotalAmt |
| Program Services | $886,580 | ProgramServicesAmt |
| Management And General | $347,282 | ManagementAndGeneralAmt |
| Fundraising | $81,211 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,859 | TotalAmt |
| Program Services | $118,413 | ProgramServicesAmt |
| Management And General | $65,772 | ManagementAndGeneralAmt |
| Fundraising | $13,674 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,441,146 | TotalAmt |
| Program Services | $1,437,208 | ProgramServicesAmt |
| Management And General | $3,938 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,567,693 | TotalAmt |
| Program Services | $4,101,797 | ProgramServicesAmt |
| Management And General | $465,896 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,257 | TotalAmt |
| Program Services | $509,221 | ProgramServicesAmt |
| Management And General | $385,000 | ManagementAndGeneralAmt |
| Fundraising | $76,036 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $5,341,933 | $5,030,472 | $162,757 | $148,704 |
| LEGAL SETTLEMENT | $1,538,226 | $7,630 | $1,530,596 | |
| INSTRUCTION | $943,209 | $894,959 | $24,022 | $24,228 |
| LIBRARY MATERIALS | $447,882 | $447,882 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $592,126 | TotalAmt |
| Program Services | $404,699 | ProgramServicesAmt |
| Management And General | $168,653 | ManagementAndGeneralAmt |
| Fundraising | $18,774 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,167,789 | TotalAmt |
| Program Services | $96,230,869 | ProgramServicesAmt |
| Management And General | $11,407,674 | ManagementAndGeneralAmt |
| Fundraising | $3,529,246 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,225 | BOYAmt |
| EOY | $37,273 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,455,266 | BOYAmt |
| EOY | $2,597,389 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,661,625 | BOYAmt |
| EOY | $4,135,397 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,705 | BOYAmt |
| EOY | $652,603 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,722 | BOYAmt |
| EOY | $66,797 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,357 | BOYAmt |
| EOY | $1,237,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $216,491,152 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,981,405 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,061,267 | BOYAmt |
| EOY | $135,509,747 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,529,632 | BOYAmt |
| EOY | $145,962,446 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,035,288 | BOYAmt |
| EOY | $23,964,782 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,674,151 | BOYAmt |
| EOY | $1,625,339 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,387,077 | BOYAmt |
| EOY | $16,932,430 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,608,315 | BOYAmt |
| EOY | $332,721,426 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,989,732 | BOYAmt |
| EOY | $9,606,513 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,217 | BOYAmt |
| EOY | $408,072 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,840,459 | BOYAmt |
| EOY | $61,266,667 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,404,942 | BOYAmt |
| EOY | $10,241,846 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,727,350 | BOYAmt |
| EOY | $81,523,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,586,440 | BOYAmt |
| EOY | $108,572,737 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,649,321 | BOYAmt |
| EOY | $49,934,858 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,645,204 | BOYAmt |
| EOY | $92,690,733 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,880,965 | BOYAmt |
| EOY | $251,198,328 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,608,315 | BOYAmt |
| EOY | $332,721,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$949,814 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,345,702 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$78,525 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 11.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $732,503 | RevenuesIncludedAmt |
| Assets Included | $8,818,901 | 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 |
| 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 | $136,771,157 | BeginningYearBalanceAmt |
| Contributions | $1,874,069 | ContributionsAmt |
| Investment Earnings Or Losses | $8,708,865 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,084,734 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,016,652 | OtherExpendituresAmt |
| Administrative Expenses | $471,575 | AdministrativeExpensesAmt |
| End Year Balance | $138,781,130 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,640,135 | BeginningYearBalanceAmt |
| Contributions | $985,740 | ContributionsAmt |
| Investment Earnings Or Losses | $15,449,623 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,194,892 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,622,210 | OtherExpendituresAmt |
| Administrative Expenses | $487,239 | AdministrativeExpensesAmt |
| End Year Balance | $136,771,157 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,681,346 | BeginningYearBalanceAmt |
| Contributions | $1,424,761 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,314,014 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,523,548 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,173,910 | OtherExpendituresAmt |
| Administrative Expenses | $443,807 | AdministrativeExpensesAmt |
| End Year Balance | $129,650,828 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,317,114 | BeginningYearBalanceAmt |
| Contributions | $2,237,524 | ContributionsAmt |
| Investment Earnings Or Losses | $2,605,239 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,134,001 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,883,062 | OtherExpendituresAmt |
| Administrative Expenses | $461,468 | AdministrativeExpensesAmt |
| End Year Balance | $138,681,346 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,472,260 | BeginningYearBalanceAmt |
| Contributions | $2,060,667 | ContributionsAmt |
| Investment Earnings Or Losses | $20,726,273 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,120,376 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,409,290 | OtherExpendituresAmt |
| Administrative Expenses | $412,420 | AdministrativeExpensesAmt |
| End Year Balance | $139,317,114 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11680 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23370 | 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 | $792,618 | OtherCostOrOtherBasisAmt |
| Book Value | $792,618 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,774,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,625,963 | DepreciationAmt |
| Book Value | $93,148,166 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,443,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,908,796 | DepreciationAmt |
| Book Value | $10,534,436 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,208,625 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,446,646 | DepreciationAmt |
| Book Value | $2,761,979 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,272,548 | OtherCostOrOtherBasisAmt |
| Book Value | $28,272,548 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,509,747 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $11,242,934 | F |
| HELD BY OTHERS - CLAMER | $9,928,910 | F |
| GOLDMAN SACH DIST FUND LP | $454,047 | F |
| KOCH TRUST - HARVARD MGMT | $1,015,426 | F |
| OAKTREE CAPITAL MGT DISTR FUND | $149,350 | F |
| HELD BY OTHERS - PATTERSON | $545,152 | F |
| LINCOLN ANNUITY - DAVIS #2 | $628,963 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,964,782 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | $891,171 |
| DEPOSITS HELD BY TRUSTEE | $7,222,358 |
| COLLECTIONS | $8,818,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,932,430 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY REQUIREMENTS | $5,485,632 |
| ASSET RETIREMENT OBLIGATION | $1,903,066 |
| U.S. GOVERNMENT GRANTS REFUNDABLE | $1,522,886 |
| RETIREMENT OBLIGATIONS | $573,330 |
| REFUNDABLE DEPOSITS | $756,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,241,846 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $65,934,852 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,345,702 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$46,128,593 | OtherRevenueAmt |
| Revenue Not Reported | -$44,782,891 | RevenueNotReportedAmt |
| Revenue Subtotal | $110,717,743 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$499,768 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$499,768 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $110,217,975 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $65,617,489 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $499,768 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $499,768 | ExpensesNotReportedAmt |
| Expenses Subtotal | $65,117,721 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $46,050,068 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $46,050,068 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $111,167,789 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE COLLEGE DOES NOT REPORT THE CONSERVATION EASEMENT ON ITS REVENUE AND EXPENSE STATEMENT OR BALANCE SHEET. |
| PART III, LINE 4: | THE PERMANENT ART COLLECTION HOUSED IN THE PHILIP AND MURIEL BERMAN MUSEUM OF ART AT URSINUS COLLEGE PROVIDES A VALUABLE CULTURAL RESOURCE FOR THE CAMPUS COMMUNITY. THE MUSEUM, IN CONJUNCTION WITH THE ART DEPARTMENT, INTEGRATES THE RICH RESOURCES PROVIDED BY THE COLLECTION INTO ACADEMIC PROGRAMMING, FOCUSING ON IMPORTANT TEXTS RELATED TO THE COLLECTIONS. |
| PART V, LINE 4: | ENDOWMENT FUNDS PROVIDE RETURNS THAT ARE USED TO SUPPORT THE OPERATIONS OF THE COLLEGE. SPECIFICALLY, ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS AND PRIZES, EDUCATIONAL PROGRAMS, SPECIFIC CAPITAL PURCHASES AND OTHER OPERATIONAL NEEDS. NOTE: AS OF JULY 1, 2016, THE COLLEGE ADJUSTED ITS NET ASSETS TO CORRECT THE RECORDING OF THE ACCUMULATED RESTRICTED ENDOWMENT INVESTMENT GAINS AND LOSSES EARNED DURING PRIOR YEARS. THOSE ACCUMULATED RESTRICTED ENDOWMENT INVESTMENT GAINS OF $13,039,828 WERE INCORRECTLY RECORDED TO UNRESTRICTED NET ASSETS AND IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES SHOULD BE RECORDED TO TEMPORARILY RESTRICTED NET ASSETS AND THEN RELEASED TO UNRESTRICTED IN ACCORDANCE WITH THE COLLEGE'S SPENDING POLICY. IN ADDITION, A GIFT OF $8,096 WAS INCORRECTLY RECORDED AS AN ENDOWMENT GIFT AND WAS ADJUSTED TO TEMPORARILY RESTRICTED. THE EFFECT OF THIS CHANGE HAS BEEN REFLECTED IN THE BEGINNING OF YEAR BALANCE FOR THE CURRENT YEAR. |
| PART X, LINE 2: | THE COLLEGE RECOGNIZES OR DERECOGNIZES A TAX POSITION BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COLLEGE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACTUARIAL LOSS ON ANNUITY LIABILITY -126,372. SCHOLARSHIPS -45,578,493. INVESTMENT FEES -471,575. CHANGE IN VALUE OF LIFE INSURANCE ANNUITIES 10,717. CHANGE IN CASH SURRENDER VALUE 37,130. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -171,909. RENTAL EXPENSES -327,859. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 171,909. RENTAL EXPENSES 327,859. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 45,578,493. INVESTMENT FEES 471,575. |
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 COLLEGE'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN THE COLLEGE CATALOG. IT IS ALSO POSTED IN VARIOUS LOCATIONS ON CAMPUS. |
| SCHEDULE E, PART I, LINE 6 | URSINUS COLLEGE RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING: PERKINS STUDENT LOAN PROGRAM; COLLEGE WORK STUDY PROGRAMS; AND THE PELL GRANT PROGRAM. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | INVESTMENTS | $11,242,934 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $541,279 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $45,805 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $53,023 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $44,725 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $24,762 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $14,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $11,967,078 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,967,078 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| FINANCIAL AID | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 3 | $48,950 | REDUCTION TO TUITION ACCOUNT | FINANCIAL AID | COST |
| FINANCIAL AID | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 3 | $43,600 | REDUCTION TO TUITION ACCOUNT | FINANCIAL AID | COST |
| FINANCIAL AID | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 32 | $469,522 | REDUCTION TO TUITION ACCOUNT | FINANCIAL AID | COST |
| FINANCIAL AID | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 3 | $46,800 | REDUCTION TO TUITION ACCOUNT | FINANCIAL AID | COST |
| FINANCIAL AID | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 1 | $25,378 | REDUCTION TO TUITION ACCOUNT | FINANCIAL AID | COST |
| 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 | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART VI, LINES 1, 3, 5: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAD TRANSFERS TO FOREIGN CORPORATIONS IN THE CURRENT FISCAL YEAR WHICH MET THE THRESHOLDS FOR FILING FORMS 926. FORMS 926 ARE ATTACHED TO THIS RETURN AS REQUIRED. THE ORGANIZATION HAD INVESTMENTS IN FOREIGN CORPORATIONS BUT DID NOT MEET THE THRESHOLD FOR FILING FORM 5471. SOME OF THESE FOREIGN CORPORATIONS MAY BE PASSIVE FOREIGN INVESTMENT CORPORATIONS. THE ORGANIZATION IS NOT REQUIRED TO FILE FORMS 8621 AS THE DISTRIBUTIONS WERE NOT CATEGORIZED AS UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD INVESTMENTS IN FOREIGN PARTNERSHIPS BUT DID NOT MEET THRESHOLDS FOR FILING FORMS 8865. | ExplanationTxt |
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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PENTERA INC | ||||||||
| 8650 COMMERCE PARK PLACE SUITE G | INDIANAPOLIS | IN | 46268 | SOLICITATION | 0 | $0 | $29,852 | $0 |
| CREATIVE COMMUNICATION ASSOCIATES LLC | ||||||||
| 2 THIRD STREET SUITE 250 | TROY | NY | 12180 | CONSULTING | 0 | $0 | $169,612 | $0 |
| GRENZEBACH GLIER & ASSOCIATES INC | ||||||||
| PO BOX 775324 | CHICAGO | IL | 60677 | CONSULTING | 0 | $0 | $44,972 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $244,436 | TotalRetainedByContractorsAmt |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING - MEN'S BBALL | Event1Nm |
| Gross Receipts Event1 | $37,644 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,309 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,335 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,735 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,154 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $37,644 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $21,309 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,335 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,735 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,154 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,889 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,554 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| HOUSING | 150 | $119,268 | |||
| SCHOLARSHIPS | 1592 | $45,769,505 | COST | REDUCTION TO STUDENT ACCOUNTS FOR FINANCIAL AID AWARDS | |
| STIPENDS | 86 | $213,750 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | URSINUS COLLEGE PROVIDED GRANTS TOTALING $119,268 TO 150 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR CAMPUS HOUSING, PRIMARILY FOR SUMMER RESEARCH. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $45,750,691 TO 1,584 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR TUITION, FEES, AND ROOM AND BOARD FOR THE ACADEMIC YEAR 2017-18. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $213,750 TO 86 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR STIPENDS WHILE ENGAGED IN SUMMER RESEARCH PROJECTS ON CAMPUS. THE STIPENDS ARE DISBURSED VIA PAYROLL TO THE INDIVIDUAL STUDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR S BROCK BLOMBERG | ||||||||||||||
| PRESIDENT | $413,209 | $0 | $0 | $0 | $52,502 | $0 | $18,900 | $0 | $8,461 | $0 | $493,072 | $0 | $0 | $0 |
| LUCIEN T WINEGAR III | ||||||||||||||
| INTERIM PRES/VP ACADEMIC AFFAIRS/FAC | $151,196 | $0 | $0 | $0 | $245,889 | $0 | $6,474 | $0 | $14,732 | $0 | $418,291 | $0 | $0 | $0 |
| ANNETTE S PARKER | ||||||||||||||
| VP FOR FINANCE & ADMIN | $262,451 | $0 | $0 | $0 | $0 | $0 | $17,674 | $0 | $8,286 | $0 | $288,411 | $0 | $0 | $0 |
| JILL A MARSTELLER | ||||||||||||||
| SVP FOR ADVANCEMENT | $268,592 | $0 | $0 | $0 | $0 | $0 | $18,027 | $0 | $51,621 | $0 | $338,240 | $0 | $0 | $0 |
| EUGENE SPENCER | ||||||||||||||
| CHIEF INFORMATION OFFICER | $188,225 | $0 | $0 | $0 | $0 | $0 | $13,234 | $0 | $8,298 | $0 | $209,757 | $0 | $0 | $0 |
| ROBERT CLOTHIER | ||||||||||||||
| VP & GENERAL COUNSEL | $198,286 | $0 | $0 | $0 | $0 | $0 | $13,786 | $0 | $1,595 | $0 | $213,667 | $0 | $0 | $0 |
| LAURA MOLIKEN | ||||||||||||||
| ATHLETIC DIRECTOR | $142,297 | $0 | $0 | $0 | $0 | $0 | $9,907 | $0 | $26,548 | $0 | $178,752 | $0 | $0 | $0 |
| CHARLES STAINBACK | ||||||||||||||
| BERMAN MUSEUM DIRECTOR | $140,055 | $0 | $0 | $0 | $0 | $0 | $9,753 | $0 | $8,288 | $0 | $158,096 | $0 | $0 | $0 |
| DAVID TOBIAS | ||||||||||||||
| VP AND DEAN OF ENROLLMENT | $157,099 | $0 | $0 | $0 | $0 | $0 | $11,665 | $0 | $19,227 | $0 | $187,991 | $0 | $0 | $0 |
| ANDREA BOHN | ||||||||||||||
| ASSOCIATE VP FOR FINANCE & ADMIN | $144,542 | $0 | $0 | $0 | $0 | $0 | $10,251 | $0 | $8,080 | $0 | $162,873 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | HOUSING AND CLEANING SERVICES WERE PROVIDED TO THE COLLEGE PRESIDENT AS A CUSTOMARY BENEFIT PROVIDED BY INSTITUTIONS OF HIGHER LEARNING. NO PART OF THE HOUSING WAS TREATED AS TAXABLE COMPENSATION. CLEANING SERVICES FOR THE PRESIDENT'S PERSONAL QUARTERS WERE TREATED AS TAXABLE COMPENSATION. THE COLLEGE PROVIDES PAYMENT OF THE SOCIAL CLUB DUES FOR THE PRESIDENT AND VP OF ADVANCEMENT. PERSONAL USE IS ADDED TO FORM W-2 WAGES. PERSONAL SERVICES CONSISTED OF CLEANING SERVICES FOR THE PRESIDENT'S HOUSE AS MENTIONED ABOVE AND ATTORNEY FEES FOR PRESIDENT'S COMPENSATION CONTRACT REVIEW. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| PHEFA | ||||||||
| A | 232243852 | 70917R6A8 | 2012-05-21 | $19,896,653 | ADVANCE REFINANCE OF BONDS | 0 | 0 | 0 |
| PHEFA | ||||||||
| B | 232243852 | 70917SEL3 | 2013-05-01 | $13,610,477 | CURRENT REFINANCE OF BONDS | 0 | 0 | 0 |
| PHEFA | ||||||||
| C | 232243852 | 70917SRK1 | 2015-04-15 | $12,107,667 | ADVANCE REFINANCE OF BONDS | 0 | 0 | 0 |
| MCHEHA | ||||||||
| D | 232328939 | 613603WD7 | 2016-11-22 | $24,357,518 | CONSTRUCTION OF FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,210,000 | $19,899,499 | $1,369,050 | $356,268 | $19,540,385 | 2012 | 0 | Yes (1) | Yes (1) | Yes (1) | |||
| B | $2,230,000 | $13,610,581 | $257,600 | $13,352,877 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | ||||
| C | $760,000 | $12,107,677 | $231,823 | $11,875,854 | 2015 | 0 | Yes (1) | Yes (1) | Yes (1) | ||||
| D | $24,410,581 | $4,912,094 | $242,975 | 2019 | 0 | 0 | Yes (1) | 0 | $538,657 | $17,470,715 | $6,158,234 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $19,250 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $49,760 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| PER IRS INSTRUCTIONS NAMES ARE NOT MADE PUBLIC | |||
| PER IRS INSTRUCTIONS, INTERESTED PERSONS ARE NOT INDIVIDUALLY NAMED. | $39,250 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART III | FormAndLineReferenceDesc |
| Explanation | GRANTS FOR TUITION AND FEES ARE PROVIDED ON THE SAME CRITERIA FOR ALL STUDENTS BASED ON ACADEMIC ACHIEVEMENT AND FINANCIAL NEED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $732,503 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISALS | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 47 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,052,030 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CRANE & MANPOWER | 1 | $5,030 | PURCHASE PRICE |
| Yes (X) | FOOD FOR EVENTS | 4 | $2,792 | PURCHASE PRICE |
| Yes (X) | SCIENTIFIC EQUIPMENT | 1 | $2,127 | PURCHASE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 26 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B FOR LINE 1 IS THE NUMBER OF OBJECTS CONTRIBUTED. THE NUMBER IN COLUMN B FOR THE REST OF THE LINES REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETED FORM 990 IS DISTRIBUTED AND REVIEWED PRIOR TO FILING AT A SPECIALLY-CONVENED MEETING OF THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPLETED FORM 990 WAS MADE AVAILABLE TO THE FULL BOARD IN ELECTRONIC FORMAT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES, OFFICERS, AND KEY EMPLOYEES COMPLETE A DISCLOSURE OF CONFLICT STATEMENT ANNUALLY. THE STATEMENT EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AS BEING SOURCES OF POTENTIAL CONFLICTS. CHIEF COUNSEL FOR THE COLLEGE MONITORS THE POLICY AND STATEMENTS MADE BY TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THOSE WHO HAVE A CONFLICT OF INTEREST ARE ASKED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSION, OR BE PRESENT AT THE TIME OF VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ASSOCIATE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION OF URSINUS COLLEGE CONDUCTS A STUDY EACH YEAR OF THE SALARIES AND BENEFITS FOR THE PRESIDENT, CHIEF ACADEMIC OFFICER, CHIEF BUSINESS OFFICER, CHIEF DEVELOPMENT OFFICER, CHIEF ENROLLMENT OFFICER, AND DEAN OF STUDENT LIFE. THE STUDY DOCUMENTS THE SALARIES AND BENEFITS OF THOSE IN SIMILAR POSITIONS IN THE OTHER CENTENNIAL CONFERENCE COLLEGES: BRYN MAWR, DICKINSON, FRANKLIN & MARSHALL, GETTYSBURG, HAVERFORD, MCDANIEL, MUHLENBERG, SWARTHMORE AND WASHINGTON. THE STUDY PRESENTS THE DATA AS BOTH TABLES AND GRAPHS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT OF THE COLLEGE AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATIONS OF THE PRESIDENT FOR THE OTHER OFFICERS. THE STUDY PREPARED BY THE ASSOCIATE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION IS PROVIDED TO THE CHAIR OF THE BOARD AS SUPPORTING DOCUMENTATION FOR THE DISCUSSION OF COMPENSATION IN THE EXECUTIVE COMMITTEE MEETING. THE RESULTS OF THE DELIBERATION PROCESS WERE DOCUMENTED IN EMPLOYMENT LETTERS SENT TO EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | URSINUS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS AND FORMS 990 AND 990-T ARE ALSO AVAILABLE ON THE COLLEGE'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | ACTUARIAL LOSS ON ANNUITY LIABILITY -126,372. CHANGE IN VALUE OF LIFE INSURANCE ANNUITIES 10,717. CHANGE IN CASH SURRENDER VALUE 37,130. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A&J B CHARITABLE REMAINDER UNITRUST | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 256741464 | CRUT | PA | URSINUS COLLEGE | T | $50,707 | 1.00000 | 0 |
| LBB UNITRUST | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 237908029 | CRUT | PA | URSINUS COLLEGE | T | $568,064 | 1.00000 | 0 |
| FKB I IRREVOCABLE UNITRUST | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 237792047 | CRUT | PA | URSINUS COLLEGE | T | $257,510 | 1.00000 | 0 |
| FKB I2 IRREVOCABLE UNITRUST | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 237876947 | CRUT | PA | URSINUS COLLEGE | T | $116,455 | 1.00000 | 0 |
| NBC CHARITABLE REMAINDER UNITRUST 203 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 061707189 | CRUT | PA | URSINUS COLLEGE | T | $94,553 | 1.00000 | 0 |
| TG & NBD UNITRUST #1 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 046609384 | NIMCRUT | PA | URSINUS COLLEGE | T | $536,493 | 1.00000 | 0 |
| B & K H CRUT | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 237985311 | CRUT | PA | URSINUS COLLEGE | T | $96,235 | 1.00000 | 0 |
| TG & NBD UNITRUST #2 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 351877131 | CRUT | PA | URSINUS COLLEGE | T | $628,963 | 1.00000 | 0 |
| JRH III CRUT | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 206592857 | CRUT | PA | URSINUS COLLEGE | T | $201,371 | 1.00000 | 0 |
| DEP IRREVOCABLE TRUST | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 351843690 | NIMCRUT | PA | URSINUS COLLEGE | T | $352,246 | 1.00000 | 0 |
| DE & J P CRAT 2003 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 206150264 | CRAT | PA | URSINUS COLLEGE | T | $8,600 | 1.00000 | 0 |
| DE & J P CRAT 2004 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 202431466 | CRAT | PA | URSINUS COLLEGE | T | $8,758 | 1.00000 | 0 |
| DE & J P CRAT 2005 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 203933584 | CRAT | PA | URSINUS COLLEGE | T | $9,026 | 1.00000 | 0 |
| D & J P CRAT 2006 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 205953832 | CRAT | PA | URSINUS COLLEGE | T | $7,641 | 1.00000 | 0 |
| D & J P CRAT 2007 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 266092894 | CRAT | PA | URSINUS COLLEGE | T | $8,585 | 1.00000 | 0 |
| D & J P CRAT 2008 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 266419431 | CRAT | PA | URSINUS COLLEGE | T | $8,909 | 1.00000 | 0 |
| D & J P CRAT 2009 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 276425823 | CRAT | PA | URSINUS COLLEGE | T | $10,792 | 1.00000 | 0 |
| D & J P CRAT 2010 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 276941685 | CRAT | PA | URSINUS COLLEGE | T | $9,170 | 1.00000 | 0 |
| R & S R CRUT | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 256681759 | CRUT | PA | URSINUS COLLEGE | T | $78,505 | 1.00000 | 0 |
| RT & KKS IRREVOCABLE TRUST | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 351924645 | CRUT | PA | URSINUS COLLEGE | T | $69,620 | 1.00000 | 0 |
| JS FAM CRUT | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 207128566 | NICRUT | PA | URSINUS COLLEGE | T | $46,820 | 1.00000 | 0 |
| AGS CRUT 2004 | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 202431457 | CRUT | PA | URSINUS COLLEGE | T | $70,368 | 1.00000 | 0 |
| JD & BC ANON CRUT | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 811396754 | CRUT | PA | URSINUS COLLEGE | T | $1,134,318 | 1.00000 | 0 |
| URSINUS COLLEGE POOLED INCOME FUND | |||||||||||
| PO BOX 1000 | COLLEGEVILLE | PA | 194261000 | 236732370 | PIF | PA | URSINUS COLLEGE | T | $331,680 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |