2019-05-14T18:26:09-05:00 2018-06-30 KPMG LLP 60 South Street Boston MA 02111 990 2017-07-01 150532081 Syracuse University % JEAN B GALLIPEAU SYRA 3154433765 SKYTOP OFFICE BLDG SKYTOP RD SYRACUSE NY 132445300 AMIR RAHNAMAY-AZAR SVP AND CFO 3154433765 2019-05-14 true TARA D'AGOSTINO P01245482 6179881000 2019-05-10 167.68.102.5 04502320191345000038 2019-05-14 P 9C37FB02EE77A6FF00EC66693955615721E3AD8A 9C37FB02EE77A6FF00EC66693955615721E3AD8A 2017 2019-02-21 02:37:17Z KENT SYVERUD CROUSE HINDS HALL SYRACUSE NY 13244 1584214059 false X WWW.SYR.EDU X 1870 NY SYRACUSE UNIVERSITY IS A NON-PROFIT UNIVERSITY DEVOTED TO EDUCATION, TEACHING, AND RESEARCH. 51 46 17566 1027 18484055 4072871 77718255 87651474 1207401212 1259947879 72429791 57816620 325644 4526769 1357874902 1409942742 325188372 330599224 0 0 567430840 571515855 0 0 18232330 367334294 382090217 1259953506 1284205296 97921396 125737446 2854624621 3035514012 833667419 801365968 2020957202 2234148044 X *SEE SCHEDULE O* false false 721729785 324714078 928164165 INSTRUCTION AND DEPARTMENTAL RESEARCH: EXPENDITURES IN THIS AREA INCLUDE SALARIES AND BENEFITS FOR FACULTY, SCHOLARSHIPS AND GRANTS TO STUDENTS, AND SUPPORT FOR FACILITIES AND EQUIPMENT, CONDUCTED FOR THE BENEFIT OF APPROXIMATELY 15,300 UNDERGRADUATE AND 7,200 GRADUATE AND LAW STUDENTS ENROLLED AT SYRACUSE UNIVERSITY. 125937517 5885146 170319388 AUXILIARY SERVICES: EXPENDITURES IN THIS AREA INCLUDE THE INFRASTRUCTURE THAT SUPPORTS SYRACUSE UNIVERSITY'S MISSION INCLUDING HOUSING, DINING, BOOKS, INSTRUCTIONAL MATERIALS AND OTHER GOODS AND SERVICES. 73001007 86780986 SPONSORED RESEARCH AND OTHER RELATED ACTIVITIES: EXPENDITURES IN THIS AREA INCLUDE RESEARCH AND SIMILAR ACTIVITY FUNDED BY GRANTS FROM THE PUBLIC, PRIVATE, AND NON-PROFIT SECTORS. 319864940 74683340 1240533249 true true false true false false false true true true true true false false true true false true true true true false true false true false false true true true true true false false false false false false false true true true false false false true true true true false false true 2325 0 true 17566 true true true true CH CI FR IT SP TU UK false false false true true false false false false X 51 46 true false false false false false false true true false false true true true true true true true true true true AK CA KY MD MA MI NH SC WA X JEAN B GALLIPEAU 3154433765 SKYTOP OFFICE BUILDING SYRACUSE NY 13244 PATRICK J AHEARN TRUSTEE 1.0 0.0 X 0 0 0 RICHARD M ALEXANDER TRUSTEE 1.0 0.0 X 0 0 0 JOANNE F ALPER TRUSTEE 3.0 0.0 X 0 0 0 STEVEN W BALLENTINE TRUSTEE 3.0 0.0 X 0 0 0 MARTIN N BANDIER TRUSTEE 1.0 0.0 X 0 0 0 TRACY M BARASH TRUSTEE 1.0 0.0 X 0 0 0 STEVEN W BARNES BOARD CHAIRMAN 10.0 0.0 X 0 0 0 ANDREW T BERLIN TRUSTEE 1.0 0.0 X 0 0 0 LAUREN B CRAMER TRUSTEE 1.0 0.0 X 0 0 0 DARLENE T DEREMER TRUSTEE 3.0 0.0 X 0 0 0 NICHOLAS M DONOFRIO TRUSTEE 1.0 0.0 X 0 0 0 DAVID G EDELSTEIN VICE CHAIR 3.0 0.0 X 0 0 0 STEVEN L EINHORN TRUSTEE 1.0 0.0 X 0 0 0 CLIFFORD J ENSLEY TRUSTEE 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REINALDO PASCUAL VICE CHAIR 3.0 0.0 X 0 0 0 EDWARD J PETTINELLA TRUSTEE 3.0 0.0 X 0 0 0 HOWARD G PHANSTIEL TRUSTEE 3.0 0.0 X 0 0 0 ELLIOTT I PORTNOY TRUSTEE 1.0 0.0 X 0 0 0 JEFFREY M SCRUGGS TRUSTEE 1.0 0.0 X 0 0 0 ROBERT P TAISHOFF TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL G THONIS VICE CHAIR 3.0 0.0 X 0 0 0 MICHAEL TIRICO TRUSTEE 1.0 0.0 X 0 0 0 KATHLEEN A WALTERS VICE CHAIR 3.0 0.0 X 0 0 0 DAVID N WATSON TRUSTEE 1.0 0.0 X 0 0 0 MICHAEL D WOHL TRUSTEE 1.0 0.0 X 0 0 0 ABDALLAH H YABROUDI TRUSTEE 1.0 0.0 X 0 0 0 KENT SYVERUD CHANCELLOR AND PRESIDENT 60.0 0.0 X X 746459 0 244080 LISA DOLAK SVP & UNIV SECRETARY/PROFESSOR 60.0 0.0 X 320893 0 37346 DANIEL J FRENCH SVP & GENERAL COUNSEL 60.0 0.0 X 550000 0 0 J MICHAEL HAYNIE VICE CHANCELLOR- VETERANS & MA 60.0 0.0 X 491539 0 86634 AMIR RAHNAMAY-AZAR SVP AND CFO 60.0 0.0 X 545278 0 33828 MICHELE WHEATLY VICE CHANCELLOR & PROVOST 60.0 0.0 X 546519 0 52369 M DOLAN EVANOVICH SENIOR VP FOR ENROLLMENT 60.0 0.0 X 551782 0 43295 KARIN RUHLANDT DEAN OF ARTS AND SCIENCES PROF 60.0 0.0 X 327055 0 52744 JAMES A BOEHEIM JR (M) BASKETBALL HEAD COACH 60.0 0.0 X 2548652 0 90199 DINO BABERS FOOTBALL HEAD COACH 60.0 0.0 X 2214672 0 54153 WILLIAM C BANKS PROFESSOR 60.0 0.0 X 954274 0 23549 QUENTIN HILLSMAN (W) BASKETBALL HEAD COACH 60.0 0.0 X 724917 0 72935 JOHN WILDHACK ATHLETIC DIRECTOR 60.0 0.0 X 711689 0 48680 GWENN JUDGE FORMER VP CFO (INTERIM) 60.0 0.0 X 260203 0 47098 ELIZABETH LIDDY FORMER PROVOST 60.0 0.0 X 456276 0 36279 GEORGE M LANGFORD FORMER DEAN- ARTS & SCIENCE 60.0 0.0 X 246848 0 27088 RYAN WILLIAMS FORMER ASSOC VP FOR ENROLLMENT 60.0 0.0 X 269502 0 45287 12466558 0 995564 849 true true true SHOP ARCHITECTS PC 233 BROADWAY 11TH FL NEW YORK NY 10279 ARCHITECTS 2285548 BARCLAY DAMON LLP 125 EAST JEFFERSON STREET SYRACUSE NY 13202 ATTORNEYS 2120760 VIP STRUCTURES INC ONE WEBSTERS LANDING SYRACUSE NY 132021044 ARCHITECTS 1336408 SIERRA CEDAR INC 1255 ALDERMAN DR ALPHARETTA GA 30005 CONSULTANTS 1040650 PETERSON GUADAGNOLO CONSULTING 476 EAST BRIGHTON AVE SYRACUSE NY 132104144 ENGINEERS 1000108 181 303970 87347504 10426586 87651474 INSTRUCTION/DEPARTMENT RESEARCH 611600 928164165 928164165 AUXILIARY-RELATED ACTIVITIES 611710 164309204 164309204 SPONSORED RESEARCH 611600 86780986 86780986 AUXILIARY-UNRELATED ACTIVITIES 541900 6010184 6010184 SHERATON SU HOTEL/CONF CTR 721110 9401291 575087 8826204 65282049 65282049 1259947879 19031517 2012 19029505 0 469493 469493 1705861 1077492 628369 0 628369 628369 211466918 222642 172753702 150755 38713216 71887 38785103 38785103 72620 303970 289368 -216748 -216748 0 0 0 0 0 0 GAIN FROM PARTNERSHIP/ S CORP 525990 3636429 3636429 ALUMNI TOURS 541900 9226 9226 3645655 1409942742 1245111491 18484055 58695722 48520 48520 316862741 316862741 13687963 13687963 0 3821348 818726 2298187 704435 399313 399313 441722435 421514546 9412970 10794919 33843603 32248059 747403 848141 63715892 63533854 88956 93082 28013264 26541246 750958 721060 48090 48090 16022213 11776911 4221319 23983 803479 803479 0 0 3411024 3411024 30341604 29367771 558847 414986 3082132 2944061 15048 123023 65551374 63967844 531078 1052452 8075415 7952887 3525 119003 443118 443118 31751696 30855664 514658 381374 40408200 38525857 149548 1732795 0 3051061 3023284 9705 18072 18878876 18878876 0 75366682 73635463 991368 739851 1701342 1701342 COGS-AUXILIARIES 22495739 22369819 125920 EQUIPMENT NOT CAPITALIZED 12937026 12937026 RENTALS-OTHER 8249749 8131154 8374 110221 UNRELATED BUS. INCOME TAX 93757 93757 39377640 38367204 655503 354933 1284205296 1240533249 25439717 18232330 17738951 8137984 206241022 291200329 84528853 94512715 48825001 33905546 0 0 0 0 0 0 7926630 5516447 21168537 24624492 2283535547 1156122780 1116265742 1127412767 580212544 575537559 734567213 837678232 35880552 36777207 0 0 1269576 210734 2854624621 3035514012 241806420 214393641 0 0 48555777 54375558 428518486 423477119 2214463 2290373 0 0 9638998 8843491 0 0 102933275 97985786 833667419 801365968 X 1319868622 1472821395 241733030 272280148 459355550 489046501 2020957202 2234148044 2854624621 3035514012 X 125737446 82748421 4704975 X false true X true true true X 80592540 66210248 82971610 77718255 87651474 395144127 0 0 80592540 66210248 82971610 77718255 87651474 395144127 27370599 367773528 20244652 21583527 15239346 17891223 21204860 96163608 51068 2763354 206013 4066175 7086610 230254 247572 286817 120668 72620 957931 499352276 5708816882 0.73650 0.77051 X true true false false false false true 10081 false false 10081 false LOBBYING ACTIVITIES THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS (GCR) IS THE UNIVERSITY'S DESIGNATED POINT OF CONTACT FOR GOVERNMENT OFFICIALS AND THEIR STAFF. GCR ENSURES ALL CONTACT WITH PUBLIC OFFICIALS IS COMPLIANT WITH LOBBYING RULES AND REGULATIONS AT ALL LEVELS OF FEDERAL, STATE AND LOCAL GOVERNMENT. THEY ARE THE DESIGNATED POINT OF CONTACT FOR GOVERNMENT OFFICIALS, AND ARE RESPONSIBLE FOR COORDINATING AN EFFECTIVE GOVERNMENT RELATIONS PROGRAM. COMMUNICATION CAN BE IN THE FORM OF PHONE CALLS, IN PERSON MEETINGS OR FORMAL LETTERS. STAFFING WITHIN THE OFFICE OF GCR INCLUDES MANAGEMENT, STAFF AND VOLUNTEERS AS NEEDED. 10667 47283228 X X X X X CLASSROOM TEACHING false false true X 1232349765 25881930 119021067 11503919 34348777 3252500 1328147566 1130615590 19897013 133588949 11059706 37641158 3050923 1232349765 1140240279 28288110 14580635 10571110 39219377 2702947 1130615590 1156034730 14997390 22803786 10778940 40245749 2570938 1140240279 1028501282 25174519 153495023 10311337 38293649 2531108 1156034730 0.52100 0.47900 true false 28324393 28324393 1894715385 866877782 1027837603 119072452 95104909 23967543 241423317 194140089 47283228 1127412767 HEDGE FUNDS 367022519 F PRIVATE EQUITY FUNDS 328440736 F COMMINGLED FUNDS 142214962 F INVESTMENT ACCT-FINANCIAL INST 15 F 837678232 0 ASSET RETIREMENT OBLIGATIONS 20523378 ACCRUED POSTRETIREMENT BENEFIT 49571907 REFUNDABLE GOVERNMENT LOANS 27890501 97985786 X 1161691195 82748421 -328910149 -246161728 1407852923 3462540 -1372721 2089819 1409942742 949983442 -208610 -208610 950192052 3462540 330550704 334013244 1284205296 ORGANIZATION'S COLLECTIONS, PART III, LINE 4 SYRACUSE UNIVERSITY HAS A DIVERSE COLLECTION OF ART, HISTORICAL TREASURES AND OTHER SIMILAR ASSETS, INCLUDING FINE ART AND ETHNOGRAPHIC OBJECTS, LEGAL BOOKS, ARCHIVAL RECORDS, LIBRARY COLLECTIONS AND SPECIAL COLLECTIONS. THE PRIMARY PURPOSE OF SYRACUSE UNIVERSITY'S COLLECTIONS IS TO COLLECT AND PRESERVE THE CULTURAL AND HISTORICAL RECORD FOR GENERATIONS OF STUDENTS AND SCHOLARS. SYRACUSE UNIVERSITY ART GALLERIES - THE ART COLLECTION IS COMPRISED OF A DIVERSE, ENCYCLOPEDIC GROUP OF FINE ART AND ETHNOGRAPHIC OBJECTS BY INTERNATIONAL MAKERS AND REPRESENTS STYLES AND TIME PERIODS FROM PRE-HISTORY TO THE PRESENT. THE ART COLLECTION PROVIDES A MEANINGFUL EDUCATIONAL EXPERIENCE AND ENCOUNTER WITH THE VISUAL ARTS FOR STUDENTS, FACULTY, STAFF AND THE PUBLIC. LAW LIBRARY - THE LAW BOOK COLLECTION IS COMPRISED OF A DIVERSE AND HISTORIC GROUP OF LAW BOOKS. THE LAW LIBRARY PROVIDES ACCESS TO INFORMATION IN ORDER TO ASSIST IN DISCOVERING, OBTAINING AND UNDERSTANDING THE COMPLEX RESEARCH TOOLS OF THE LEGAL PROFESSION. ARCHIVES - THE SYRACUSE UNIVERSITY ARCHIVES IS AN INFORMATION AND RESEARCH CENTER FOR FACULTY, STAFF, STUDENTS AND OTHERS INTERESTED IN THE HISTORY OF SYRACUSE UNIVERSITY UNIVERSITY. IT IS DEDICATED TO PRESERVING RECORDS THAT DOCUMENT THE HISTORY, ORGANIZATION POLICIES, ACTIVITIES, AND PEOPLE OF SYRACUSE UNIVERSITY, AND MAKING THOSE RECORDS AVAILABLE TO RESEARCHERS AND OTHER INTERESTED PARTIES. THE ARCHIVES ACCEPTS MATERIALS FROM SCHOOLS, COLLEGES AND DEPARTMENTS, ALUMNI, THE GENERAL PUBLIC AND SYRACUSE UNIVERSITY'S CLUBS AND ORGANIZATIONS. THE ARCHIVES DOES, ON OCCASION, SOLICIT MATERIAL FROM FACULTY AND OTHERS THAT WILL ENHANCE THE OVERALL RESEARCH VALUE OF THE COLLECTION. TO BE ELIGIBLE FOR INCLUSION, THE RECORDS MUST HAVE SOME CONNECTION TO SYRACUSE UNIVERSITY. ARCHIVAL RECORDS INCLUDE, BUT ARE NOT LIMITED TO, THE RECORDS OF THE CHANCELLOR AND THE BOARD OF TRUSTEES; MINUTES, CORRESPONDENCE AND REPORTS OF SCHOOLS, COLLEGES AND DEPARTMENTS; PAPERS OF FACULTY, STAFF AND ALUMNI; CURRICULUM INFORMATION INCLUDING ON-LINE CLASSES; PUBLICATIONS; PHOTOGRAPHS, SLIDES, VIDEOTAPES AND MOTION PICTURE FILMS; THESES AND DISSERTATIONS; NEWSPAPER CLIPPINGS; AND MEMORABILIA. LIBRARY - THE IDEA OF THE LIBRARY - A REFUGE FOR HUMAN KNOWLEDGE - IS TIMELESS. SYRACUSE UNIVERSITY LIBRARY'S COLLECTIONS SPAN 4,000 YEARS AND RANGE FROM SUMERIAN CUNEIFORM TABLETS TO 21ST CENTURY DIGITAL DATA SETS. EVEN WHILE THE TYPES AND FORMS OF KNOWLEDGE CHANGE, THE LIBRARY STRIVES TO KEEP PACE, NEVER LOSING SIGHT OF ITS PURPOSE: TO COLLECT AND PRESERVE THE CULTURAL RECORD FOR GENERATIONS OF STUDENTS AND SCHOLARS. SPECIAL COLLECTIONS - THE SPECIAL COLLECTIONS RESEARCH CENTER MAINTAINS AND PROVIDES ACCESS TO DISTINGUISHED COLLECTIONS OF RARE BOOKS, MANUSCRIPTS, AND OTHER ARCHIVAL MATERIALS. SYRACUSE UNIVERSITY STUDENTS, FACULTY, STAFF, AND OTHER SCHOLARS HAVE AVAILABLE TO THEM MORE THAN 100,000 PRINTED WORKS AND 2,000 ARCHIVAL COLLECTIONS, INCLUDING IMPORTANT EDITIONS, MANUSCRIPTS, DOCUMENTS, LETTERS, DIARIES, DRAWINGS, PHOTOGRAPHS AND MEMORABILIA. ESCROW ACCOUNT LIABILITY, PART IV, LINE 2B SYRACUSE UNIVERSITY MAINTAINS A LIMITED NUMBER OF AGENCY FUNDS, WHICH IT HOLDS AS CUSTODIAN OR FISCAL AGENT FOR STUDENT ORGANIZATIONS AND/OR OUTSIDE ORGANIZATIONS AS AN ACCOMMODATION TO THE ORGANIZATION. THE ORGANIZATIONS ARE THEN ALLOWED TO UTILIZE SYRACUSE UNIVERSITY'S FINANCIAL SYSTEMS AND RESOURCES TO PROCESS TRANSACTIONS AGAINST THESE FUNDS. ENDOWMENT FUNDS CONTRIBUTIONS, PART V, LINE 4 SYRACUSE UNIVERSITY ENDOWMENT CONSISTS OF APPROXIMATELY 2,100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES; INCLUDING BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY SYRACUSE UNIVERSITY TO FUNCTION AS ENDOWMENTS. SPENDING FROM SYRACUSE UNIVERSITY'S ENDOWMENTS IS DONOR RESTRICTED TO VARIOUS PURPOSES. A MAJORITY OF THE FUNDS PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO UNDERGRADUATE, GRADUATE AND LAW SCHOOL STUDENTS. SOME OF THE OTHER USES OF THE FUNDS INCLUDE, BUT ARE NOT LIMITED TO, SUPPORT FOR FELLOWSHIPS, THE CREATION AND FUNDING OF DEPARTMENT CHAIRS AND PROFESSORSHIPS, SUPPORT FOR VARIOUS UNIVERSITY CENTERS, AND SUPPORT FOR SYRACUSE UNIVERSITY'S TEACHING AND RESEARCH ACTIVITIES. SYRACUSE UNIVERSITY'S SPENDING POLICY, WHICH UTILIZES AN ANNUAL DISTRIBUTION PER UNIT MULTIPLIED BY THE PERCENTAGE APPROVED BY THE TRUSTEE AND INVESTMENT AND ENDOWMENT COMMITTEE, IS DESIGNED TO PROVIDE SYRACUSE UNIVERSITY A STABLE LEVEL OF FINANCIAL SUPPORT AND TO PRESERVE THE ENDOWMENTS REAL VALUE. FIN 48 (ASC 740) FOOTNOTE, PART X, LINE 2 THE UNIVERSITY IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. ORANGE INSURANCE COMPANY, LLC AND SYRACUSE UNIVERSITY HOTEL AND CONFERENCE CENTER LLC, ARE WHOLLY OWNED BY THE UNIVERSITY AND ARE REPORTED IN THE UNIVERSITY'S INCOME TAX FILINGS. SYRACUSE UNIVERSITY ALUMNI ASSOCIATION, INC. IS A TAX-EXEMPT ORGANIZATION, OF WHICH THE UNIVERSITY IS THE SOLE MEMBER THAT FILES ITS OWN TAX RETURNS. DRUMLINS, INC. IS A TAXABLE SUBSIDIARY OF THE UNIVERSITY AND FILES ITS OWN TAX RETURNS. THE SYRACUSE UNIVERSITY (USA) LONDON PROGRAM, CREATED FOR THE ADVANCEMENT OF EDUCATION, IS A REGISTERED CHARITY UNDER THE LAWS OF ENGLAND. THE SU ISTANBUL PROGRAM (SU ISTANBUL EGITIM DESTEK VE DANISMA HIZMETLERI TICARET LIMITED SIRKETI), CREATED TO PROMOTE THE UNIVERSITY'S EDUCATIONAL ACTIVITIES IN TURKEY, IS A LIMITED LIABILITY COMPANY ESTABLISHED IN ACCORDANCE WITH THE PROVISION OF THE TURKISH COMMERCIAL CODE. ITS OPERATIONS ARE GOVERNED BY THE LAWS OF THE REPUBLIC OF TURKEY. THE INCOME TAX CONSEQUENCES, IF ANY, FROM THESE ENTITIES ARE REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND DO NOT HAVE A MATERIAL EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, ON THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY BELIEVES IT HAS TAKEN NO SIGNIFICANT UNCERTAIN TAX POSITIONS. OTHER REVENUE INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURN PART XI, LINE 2D REVENUES OF SUBSIDIARIES $1,640,555 FINANCIAL AID $(330,550,704) ------------------ TOTAL $(328,910,149) OTHER REVENUE INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTS PART XI, LINE 4B RENTAL/FUNDRAISING EXPENSES $ (1,366,860) LOSS ON DISPOSAL $ (5,861) -------------- TOTAL $ (1,372,721) OTHER EXPENSES INCLUDED IN FINANCIAL STATEMENTS BUT NOT ON RETURN PART XII, LINE 2D POSTRETIREMENT BENEFIT OBLIGATION $(4,704,975) EXPENSES OF SUBSIDIARIES $ 3,123,644 RENTAL/FUNDRAISING EXPENSES $ 1,366,860 LOSS ON DISPOSAL $ 5,861 ----------------- TOTAL $(208,610) OTHER EXPENSES INCLUDED ON RETURN BUT NOT IN FINANCIAL STATEMENTS PART XII LINE 4B FINANCIAL AID $ 330,550,704 true true true true true true true false false false false false false false false true false true NONDISCRIMINATORY POLICY LINE 3 SYRACUSE UNIVERSITY'S RACIAL NONDISCRIMINATION POLICY IS DISCLOSED IN ITS COURSE CATALOG AND TUITION AND FEES BOOKLET. SYRACUSE UNIVERSITY'S POLICIES CAN ALSO BE FOUND AT: SUPOLICIES.SYR.EDU. FINANCIAL AID OR ASSISTANCE LINE 6A SYRACUSE UNIVERSITY RECEIVES FINANCIAL AID AND/OR ASSISTANCE FROM FEDERAL AGENCIES, SUCH AS THOSE PROVIDING FEDERAL DIRECT LOANS ($157,364,877), PELL GRANTS ($14,508,535), FEDERAL WORK STUDY PROGRAM ($2,841,620), PERKINS LOAN FUNDS ($6,781,041), FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT ($2,679,906). true Central America and the Caribbean Investments 272440443 Central America and the Caribbean Program Services HIGHER ED 67899 Central America and the Caribbean Grantmaking 11300 East Asia and the Pacific Investments 208023 East Asia and the Pacific 2 22 Program Services HIGHER ED 3118760 East Asia and the Pacific Grantmaking 1649843 East Asia and the Pacific Fundraising 26247 Europe (Including Iceland and Greenland) Investments 18570475 Europe (Including Iceland and Greenland) 5 176 Program Services HIGHER ED 27673292 Europe (Including Iceland and Greenland) Grantmaking 11261006 Europe (Including Iceland and Greenland) Fundraising 2944 Middle East and North Africa Investments 433 Middle East and North Africa Program Services HIGHER ED 465288 Middle East and North Africa Grantmaking 236932 North America Investments 2967538 North America Program Services HIGHER ED 380661 Russia and the Newly Independent States Program Services HIGHER ED 17696 South America 1 9 Program Services HIGHER ED 789436 South America Grantmaking 398261 South Asia Program Services HIGHER ED 266975 South Asia Grantmaking 51702 Sub-Saharan Africa Program Services HIGHER ED 273008 Sub-Saharan Africa Grantmaking 78919 Middle East and North Africa Fundraising 27355 Sub-Saharan Africa Fundraising 1031 7 198 1 9 8 207 339098780 1886687 340985467 SCHOLARSHIPS Central America and the Caribbean 1 11300 TUITION DISC SCHOLARSHIPS East Asia and the Pacific 154 1649843 TUITION DISC SCHOLARSHIPS Europe (Including Iceland and Greenland) 1166 11261006 TUITION DISC SCHOLARSHIPS Middle East and North Africa 30 236932 TUITION DISC SCHOLARSHIPS South America 24 398261 TUITION DISC SCHOLARSHIPS South Asia 3 51702 TUITION DISC SCHOLARSHIPS Sub-Saharan Africa 19 78919 TUITION DISC true false true true true true MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. PART I, LINE 2 SYRACUSE UNIVERSITY PROVIDED APPROXIMATELY $13.7 MILLION IN INSTITUTIONAL FINANCIAL AID TO STUDENTS IN THE FISCAL YEAR ENDED JUNE 30, 2018. THE AID PROVIDED CONSISTS OF A COMBINATION OF NEED-BASED AND MERIT-BASED GRANTS. MOST SCHOLARSHIPS ARE NEED-BASED. STUDENTS MUST APPLY FOR NEED-BASED FINANCIAL AID AWARDS BY COMPLETING THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). THIS IS A STANDARD FORM USED IN HIGHER EDUCATION FOR THIS PURPOSE. BOTH NEED-BASED AND MERIT-BASED AID PROVIDED TO STUDENTS IS APPLIED BY SYRACUSE UNIVERSITY DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. FINANCIAL AID IS GENERALLY LIMITED TO THE AMOUNT OF TUITION, BUT CAN ALSO INCLUDE PARTIAL FUNDING FOR THE PROGRAM FEE (HOUSING AND FIELD TRIPS). BASIS OF ACCOUNTING PART I, LINE 3, COLUMN F THE BASIS OF ACCOUNTING ON THE FINANCIAL STATEMENTS IS ACCRUAL. NUMBER OF RECIPIENTS PART III, COLUMN (C) THE NUMBER OF RECIPIENTS WHO RECEIVED SCHOLARSHIPS WAS DERIVED BY QUERYING THE INDIVIDUAL STUDENT DATABASE IN THE STUDENT RECEIVABLE SYSTEM FOR ACADEMIC TERMS WITHIN THE FISCAL YEAR ENDED JUNE 30, 2018. THE QUERY LOOKED FOR TUITION DISCOUNT (FINANCIAL AID) AND OTHER ASSISTANCE USING THE DEFINITION OF SUCH ITEMS AS REPORTED IN SYRACUSE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. THIS PRODUCED A REPORT OF ALL STUDENTS WHO RECEIVED AID. RECOGNIZING THAT A STUDENT COULD BE RECEIVING AID IN MORE THAN ONE ACADEMIC TERM, THE INFORMATION WAS THEN SORTED BY INDIVIDUAL AND THE STUDENT WAS COUNTED ONLY ONCE. Mirror Awards 217142 184190 32952 210837 Newhouse Toner 121531 99670 21861 73809 1 37917 20110 17807 4722 376590 303970 72620 289368 289368 -216748 true SMITHSONIAN INSTITUTION ONE BOWLING GREEN NEW YORK NY 10004 530206027 501(C)(3) 7500 SUPPORT SUPPORT SUPPORT SUNDANCE INSTITUTE 5900 WILSHIRE BLVD STE 800 LOS ANGELES CA 90036 870361394 501(C)(3) 24420 SUPPORT SU THEATRE CORPORATION 820 EAST GENESEE STREET SYRACUSE NY 13210 150623468 501(C)(3) 16600 SUPPORT SUPPORT SUPPORT 3 SU STUDENT SCHOLARSHIPS AND FINANCIAL AID 15865 306854907 SEOG 2143 2679906 HEOP 282 1442782 ROOM AND BOARD 561 5885146 PROVISION OF BOOKS AND SUPPLIES 311 247600 FMV BOOKS AND SUPPLIES MONITORING THE USE OF GRANT FUNDS IN THE U.S. PART I, LINE 2 SYRACUSE UNIVERSITY PROVIDED APPROXIMATELY $317 MILLION IN INSTITUTIONAL AID TO UNDERGRADUATE AND GRADUATE STUDENTS IN THE FISCAL YEAR ENDED JUNE 30, 2018. THE AID PROVIDED CONSISTS OF A COMBINATION OF NEED-BASED AND MERIT-BASED GRANTS. STUDENTS MUST APPLY FOR THESE FINANCIAL AID AWARDS BY COMPLETING TWO FORMS THAT ESTABLISH ELIGIBILITY FOR NEED-BASED AID: THE COLLEGE SCHOLARSHIP SERVICE FINANCIAL AID PROFILE; AND THE FREE APPLICATION FOR FEDERAL STUDENT AID. THESE ARE STANDARD FORMS USED IN HIGHER EDUCATION FOR THIS PURPOSE. BOTH NEED-BASED AND MERIT-BASED AID PROVIDED TO STUDENTS IS APPLIED BY SYRACUSE UNIVERSITY DIRECTLY TO THE STUDENT'S ACCOUNT TO ENSURE THAT THE GRANTS ARE USED FOR THEIR INTENDED PURPOSE. MERIT SCHOLARSHIPS ARE GENERALLY LIMITED TO THE AMOUNT OF TUITION. STUDENTS REACHING THE "TUITIONARE INELIGIBLE FOR ADDITIONAL SCHOLARSHIPS FROM SYRACUSE UNIVERSITY. NEED-BASED AID CAN BE USED FOR ALL EDUCATIONAL RELATED EXPENSES IN ADDITION TO TUITION. GRANTS TO ORGANIZATIONS IN THE U.S. PART II SYRACUSE UNIVERSITY PROVIDED FINANCIAL SUPPORT TO ORGANIZATIONS IN THE UNITED STATES AND RECEIVED ACKNOWLEDGEMENT THAT MONIES REPRESENT CHARITABLE CONTRIBUTIONS FOR EACH ORGANIZATION'S EXEMPT PURPOSE. NUMBER OF RECIPIENTS PART III, COLUMN B THE NUMBER OF RECIPIENTS WHO RECEIVED SCHOLARSHIPS WAS DERIVED BY QUERYING THE INDIVIDUAL STUDENT DATABASE IN THE STUDENT RECEIVABLE SYSTEM FOR ACADEMIC TERMS WITHIN THE FISCAL YEAR ENDED JUNE 30, 2018. THE QUERY LOOKED FOR TUITION DISCOUNT (FINANCIAL AID) AND OTHER ASSISTANCE USING THE DEFINITION OF SUCH ITEMS AS REPORTED IN SYRACUSE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS. THIS PRODUCED A REPORT OF ALL STUDENTS WHO RECEIVED AID. RECOGNIZING THAT A STUDENT COULD BE RECEIVING AID IN MORE THAN ONE ACADEMIC TERM, THE INFORMATION WAS THEN SORTED BY INDIVIDUAL AND THE STUDENT WAS COUNTED ONLY ONCE PER FINANCIAL AID TYPE. X X X X X true true X X X X X true true false false false false false true false KENT SYVERUD CHANCELLOR AND PRESIDENT 721610 0 0 0 24849 0 177000 0 67080 0 990539 0 0 0 LISA DOLAK SVP & UNIV SECRETARY/PROFESSOR 310635 0 10000 0 258 0 27000 0 10346 0 358239 0 0 0 DANIEL J FRENCH SVP & GENERAL COUNSEL 550000 0 0 0 0 0 0 0 0 0 550000 0 0 0 J MICHAEL HAYNIE VICE CHANCELLOR- VETERANS & MA 427250 0 63750 0 539 0 77000 0 9634 0 578173 0 0 0 AMIR RAHNAMAY-AZAR SVP AND CFO 489725 0 40500 0 15053 0 27000 0 6828 0 579106 0 0 0 MICHELE WHEATLY VICE CHANCELLOR & PROVOST 496123 0 50000 0 396 0 27000 0 25369 0 598888 0 0 0 M DOLAN EVANOVICH SENIOR VP FOR ENROLLMENT 489265 0 49000 0 13517 0 27000 0 16295 0 595077 0 0 0 KARIN RUHLANDT DEAN OF ARTS AND SCIENCES PROF 326587 0 0 0 468 0 27000 0 25744 0 379799 0 0 0 JAMES A BOEHEIM JR (M) BASKETBALL HEAD COACH 2340982 0 50000 0 157670 0 67000 0 23199 0 2638851 0 40000 0 DINO BABERS FOOTBALL HEAD COACH 2041086 0 80000 0 93586 0 27000 0 27153 0 2268825 0 0 0 WILLIAM C BANKS PROFESSOR 191292 0 0 0 762982 0 19238 0 4311 0 977823 0 0 0 QUENTIN HILLSMAN (W) BASKETBALL HEAD COACH 677497 0 35000 0 12420 0 42000 0 30935 0 797852 0 0 0 JOHN WILDHACK ATHLETIC DIRECTOR 604973 0 60000 0 46716 0 26042 0 22638 0 760369 0 0 0 GWENN JUDGE FORMER VP CFO (INTERIM) 260203 0 0 0 0 0 26875 0 20223 0 307301 0 0 ELIZABETH LIDDY FORMER PROVOST 455472 0 0 0 804 0 27000 0 9279 0 492555 0 0 0 GEORGE M LANGFORD FORMER DEAN- ARTS & SCIENCE 246848 0 0 0 0 0 24885 0 2203 0 273936 0 0 0 RYAN WILLIAMS FORMER ASSOC VP FOR ENROLLMENT 269472 0 0 0 30 0 27000 0 18287 0 314789 0 0 0 SUPPLEMENTAL INFORMATION PART I, LINE 1A FIRST-CLASS TRAVEL SYRACUSE UNIVERSITY POLICY ALLOWS, IN CERTAIN SITUATIONS, EMPLOYEES TO TRAVEL VIA FIRST-CLASS AIRFARE WHILE ON UNIVERSITY BUSINESS. AS A RESULT OF THIS POLICY, CERTAIN OFFICER INCLUDED IN THIS FILING AT TIMES UTILIZED FIRST-CLASS AIRFARE FOR UNIVERSITY BUSINESS TRAVEL DURING CALENDAR YEAR 2017. CHARTER TRAVEL CERTAIN SYRACUSE UNIVERSITY OFFICERS AND HIGHLY COMPENSATED EMPLOYEES UTILIZED CHARTER AIRLINE TRAVEL FOR BUSINESS PURPOSES. CHARTER TRAVEL ELIMINATES THE TIME CONSTRAINTS OF COMMERCIAL AIR TRAVEL, IS COST EFFECTIVE AND PERMITS GREATER SUPERVISION OF STUDENTS. TRAVEL FOR COMPANIONS CERTAIN OFFICERS AND HIGHLY COMPENSATED EMPLOYEES HAD COMPANION TRAVEL. THIS TRAVEL WAS DETERMINED TO BE BUSINESS OR PERSONAL AND TAXABLE, BASED UPON THE FACTS AND CIRCUMSTANCES OF EACH SPECIFIC INCIDENCE, AND WAS TREATED ACCORDINGLY, FOR REPORTING PURPOSES. GROSS-UP PAYMENTS CERTAIN OFFICERS RECEIVED A GROSS-UP PAYMENT RELATING TO A TAXABLE TUITION OR TAXABLE TRAVEL BENEFIT WHICH WAS INCLUDED IN THE INDIVIDUAL'S COMPENSATION REPORTED ON FORM W-2. HOUSING ALLOWANCE THE CHANCELLOR IS PROVIDED WITH LODGING BENEFITS AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE EMPLOYER. INCLUDED IN SCHEDULE J, PART II, COLUMN (D) IS THE COMPUTED NON-TAXABLE MARKET VALUE OF THE CHANCELLOR'S OCCUPANCY OF SUCH LOCATION. HEALTH OR SOCIAL CLUB DUES CERTAIN HIGHLY COMPENSATED EMPLOYEES RECEIVED MEMBERSHIPS IN HEALTH OR SOCIAL CLUBS. CLUB DUES ARE DETERMINED TO BE TAXABLE OR NON-TAXABLE BASED UPON THE PERCENTAGE OF BUSINESS AND PERSONAL USE AS REPORTED ON CLUB USE CERTIFICATION STATEMENTS SUBMITTED BY THE INDIVIDUALS WITH THE MEMBERSHIPS. THE TAXABLE PORTION WAS INCLUDED IN THE INDIVIDUAL'S COMPENSATION REPORTED ON FORM W-2. PERSONAL SERVICES AS PART OF SYRACUSE UNIVERSITY'S EMPLOYMENT ARRANGEMENT FOR THE CHANCELLOR, SYRACUSE UNIVERSITY PROVIDES A RESIDENCE MANAGER AT THE UNIVERSITY-OWNED OFFICIAL CHANCELLOR'S RESIDENCE. THE CHANCELLOR REIMBURSES SYRACUSE UNIVERSITY FOR THE VALUE OF ANY NON-UNIVERSITY RELATED PERSONAL USE THROUGH AN AFTER-TAX DEDUCTION TAKEN FROM HIS SEMI-MONTHLY PAY. SEVERANCE PAYMENT PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2017. WILLIAM C. BANKS $ 762,982 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PART I, LINE 4B CERTAIN OFFICERS AND HIGHLY COMPENSATED EMPLOYEES PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: CONTRIBUTIONS MADE: KENT SYVERUD $150,000 J. MICHAEL HAYNIE $50,000 JAMES A. BOEHEIM JR. $40,000 QUENTIN HILLSMAN $15,000 DISTRIBUTIONS FROM: JAMES A. BOEHEIM JR. $80,000 NON-FIXED PAYMENTS PART I, LINE 7 CERTAIN OFFICER AND HIGHLY COMPENSATED EMPLOYEE RECEIVED AN OVERLOAD/EXTRA SERVICE PAYMENT. AN OVERLOAD/EXTRA SERVICE PAYMENT IS FOR RECOGNITION OF SERVICES ABOVE NORMAL JOB RESPONSIBILITIES. THESE PAYMENTS WERE INCLUDED IN THE INDIVIDUAL'S COMPENSATION REPORTED ON FORM W-2. COMPENSATION FOR SERVICES RENDERED TO SU SCHEDULE J, PART II, SUPPLEMENTAL INFORMATION THE FOLLOWING IS INCLUDED IN THE BASE COMPENSATION REPORTED IN PART II, COLUMN (B) (I): DANIEL J. FRENCH'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $550,000 WAS PAID BY BARCLAY DAMON, AN UNRELATED ORGANIZATION. JAMES A. BOEHEIM JR.'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $2,340,982, INCLUDES $2,199,947 PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED OF FORM W-2, AND NET INCOME OF $141,035 REALIZED BY BIG ORANGE BASKETBALL CAMP FROM CONDUCTING A SUMMER BASKETBALL CAMP WHICH IS NOT REQUIRED TO BE AND WAS NOT REPORTED BY SYRACUSE UNIVERSITY ON FORM W-2 OR FORM 1099. DINO BABERS' TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $2,041,086, INCLUDES $2,039,403 PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED OF FORM W-2, AND NET INCOME OF $1,683 REALIZED BY DINO BABERS FOOTBALL LLC FROM CONDUCTING A SUMMER FOOTBALL CAMP WHICH IS NOT REQUIRED TO BE AND WAS NOT REPORTED BY SYRACUSE UNIVERSITY ON FORM W-2 OR FORM 1099. QUENTIN HILLSMAN'S TOTAL COMPENSATION REPORTED IN PART II, (B) (I) OF $677,497, WAS PAID BY SYRACUSE UNIVERSITY WHICH WAS REPORTED ON FORM W-2. QUENTIN HILLSMAN ENTERPRISE INC. REALIZED A NET LOSS OF $4,755 FROM CONDUCTING SUMMER BASKETBALL CAMPS WHICH HAS NOT BEEN INCLUDED IN PART II, COLUMN (B) (I) AND WAS NOT REPORTED BY SYRACUSE UNIVERSITY ON FORM W-2 OR FORM 1099. A CITY OF SYRACUSE IND DEV AGENCY 161231050 8717120BU 2005-12-13 80000000 CAPITAL IMPROVEMENT & ACQUISITION false false false B CITY OF SYRACUSE IND DEV AGYONON CTY IDA 161231050 871720BZO 2008-01-30 105000000 CONSTRUCTION & EQUIPMENT false false false C TRUST FOR CULTURAL RESOURCES CO OF ONONDAGA 800516646 68276FAL4 2010-01-14 40896714 MULTI-PURPOSE ISSUE -NON-REFUNDING false false false D TRUST FOR CULTURAL RESOURCES CO OF ONONDAGA 800516646 68276FAL4 2010-01-14 70440000 MULTI-PURP. ISSUE -REFUNDING BONDS false false false A 0 0 84386885 0 5413741 0 1339056 681104 0 76952984 0 0 2008 false false true true B 10850000 0 106128306 0 1709200 0 631443 42000 0 103745663 0 0 2010 false false true true C 1260000 0 40898838 0 0 0 401811 22487 0 40474540 0 0 2014 false false true true D 0 0 70440000 0 0 0 518439 29013 0 0 69892548 0 2010 true false true true A false true false true false 0.00032 0.00032 false false false true B false false false true false 0 false false false true C false false false true false 0.00076 0.00076 false false false true D 0 A false false false true true true GOLDMAN SACHS 30. false false false 0 false true B false false false true true true GOLDMAN SACHS 30. false false false 0 false true C false false false true true true MORGAN STANLEY 20. false false false 0 true true D false false false true true true MORGAN STANLEY 20. false false false 0 false true A true B true C true D true SUPPLEMENTAL INFORMATION SCHEDULE K, PART I, LINE B THIS FINANCING CONSISTED OF TWO BOND ISSUES THAT WERE SOLD AND ISSUED ON THE SAME DATE, PURSUANT TO A SINGLE PLAN OF FINANCING, WHICH ARE TREATED AS A SINGLE BOND ISSUE FOR TAX PURPOSES. THE ISSUER NAME, EIN, AND CUSIP NUMBER FOR THE TWO ISSUES ARE AS FOLLOWS: (A) ISSUER NAME (B)ISSUER EIN (C) CUSIP# AMOUNT CITY OF SYRACUSE INDUST. DEV. AGENCY 16-1231050 871720BZO $70M ONONDAGA COUNTY INDUST. DEV. AGENCY 16-0193714 682747HG8 $35M TOTAL PROCEEDS OF BOND ISSUE SCHEDULE K, PART I, COLUMN E AND PART II, LINE 3 DIFFERENCES BETWEEN THE ISSUE PRICE IN PART I AND THE TOTAL PROCEEDS OF ISSUE IN PART II CONSIST SOLELY OF EARNINGS OF CASH WITH TRUSTEE BALANCES. SPECIFIC AMOUNTS OF EARNINGS INCLUDED IN PART II NOT INCLUDED IN PART I ARE AS FOLLOWS: COLUMN A 12/13/2005 ISSUE: 4,386,885 COLUMN B 01/30/2008 ISSUE: 1,128,306 COLUMN C 01/14/2010 ISSUE: 2,124 COLUMN A 07/07/2011 ISSUE: 9,056 COLUMN B 09/12/2013 ISSUE: 41,698 SCHEDULE K, PART III, COLUMN D: N/A-THIS ISSUE REFUNDED PRE-2003 BONDS. SCHEDULE K, PART IV, COLUMN A, B, C, D AND A, LINE 2C: CALCULATIONS WERE PERFORMED 11/30/2015, 12/31/2017, 12/31/2014, 12/31/2014 AND 6/30/2015 RESPECTIVELY. SCHEDULE K, PART I, LINE D, COLUMN F REFUNDED BONDS ISSUED ON DECEMBER 8, 1999 A TRUST FOR CULTURAL RESOURCES COUNTY OF ONONDAGA 800516646 68276FBJ8 2011-07-07 50693415 MULTI-PURPOSE ISSUE NON-REFUNDABLE false false false B TRUST FOR CULTURAL RESOURCES COUNTY OF ONONDAGA 800516646 68276FCK4 2013-09-12 67827371 MULTI-PURPOSE ISSUE NON-REFUNDABLE false false false A 7015000 0 50702471 0 0 0 569737 0 0 50132734 0 0 2015 false false true true B 5815000 0 67869069 0 0 0 572007 0 0 67297062 0 0 2017 false false true true A false false false true false 0.00324 0.00324 false false false true B false false false true false 0.00220 0.00220 false false false true A false false false true false false 0 false 0 true true B false true false false false false 0 false 0 false true A true B true RUTH CHEN SPOUSE - KENT SYVERUD 107724 UNIV. EMPLOYEE - PROFESSOR false KATHERINE DOPULOS TRUSTEE-CHRISTINE LARSEN 24073 UNIV. EMPLOYEE-ADM. COUNSELOR false STEPHEN DORUS SON IN LAW-MACNAUGHTON 101948 ASSOC PROFESSOR BIOLOGY false ULRICH B ENGLICH SPOUSE-KARIN RUHLANDT 78832 UNIV. EMP-RESEARCH SCIENTIST false JOHN LIDDY SON- ELIZABETH LIDDY 60923 UNIV. EMPLOYEE - PROG. MGR false DRUMLINS INC BOARD MEMBERS 1233354 DINING AND RECREATION SERVICES false LOON CREEK PROPERTIESPECK HALL TRUSTEE- JOSHUA H HEINTZ 444405 LEASE PMT/LEASEHOLD IMPROV. false MARGUERITE SMITH DAUGHTER - M. WHEATLY 25813 UNIV. EMPLOYEE - TEMPORARY false MOWER ASSOC TRUSTEE - JUDITH MOWER 167778 ADVERTISING false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS PART IV DRUMLINS, INC.'S BOARD MEMBERS INCLUDE AMIR RAHNAMAY-AZAR WHO DID NOT HAVE A PERSONAL INTEREST IN DRUMLINS BUT IS AN OFFICER OF SYRACUSE UNIVERSITY AND DRUMLINS INC. THE ABOVE TRANSACTIONS WITH LOON CREEK PROPERTIES AND MOWER AND ASSOCIATES HAVE BEEN MANAGED IN ACCORDANCE WITH UNIVERSITY POLICIES AND FULLY COMPLIED WITH THE UNIVERSITY'S EXISTING CONFLICT OF INTEREST POLICY. X 10667 APPRAISED VALUE X 299 8998047 MARKET VALUE X SPONSORED EQUIP 63 814160 MARKET VALUE X SPONSORED BLDGS 6 603712 MARKET VALUE false true false NUMBER OF CONTRIBUTIONS PART I, COLUMN B SYRACUSE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN B. VOLUNTEERS FORM 990, PART I, LINE 6 VOLUNTEERS ARE INDISPENSABLE TO SYRACUSE UNIVERSITY IN THE ACCOMPLISHMENT OF THE UNIVERSITY'S EDUCATIONAL MISSION. THE BOARD OF TRUSTEES IS A COMPLETELY VOLUNTEER BOARD COMPRISED OF INDIVIDUALS WHO GIVE OF THEIR TIME, ENERGY AND TALENTS TO PROVIDE GUIDANCE FOR THE EFFICIENT AND EFFECTIVE GOVERNANCE OF SYRACUSE UNIVERSITY. STUDENTS AND STAFF VOLUNTEER THEIR TIME AND EFFORT IN ACTIVITIES SUCH AS HELPING FRESHMEN STUDENTS MOVE INTO DORMITORIES AND ACQUAINTING THEM WITH THE CAMPUS. STUDENTS ALSO ASSIST IN DEVELOPMENT ACTIVITIES, SUCH AS THE ANNUAL "TELEFUND", TO RAISE FUNDS NEEDED TO SUPPORT SYRACUSE UNIVERSITY'S EDUCATIONAL MISSION. ORGANIZATION'S MISSION PART III, LINE 1 AS A UNIVERSITY WITH THE CAPACITY TO ATTRACT AND ENGAGE THE BEST SCHOLARS FROM AROUND THE WORLD, YET SMALL ENOUGH TO SUPPORT A PERSONALIZED AND ACADEMICALLY RIGOROUS STUDENT EXPERIENCE, SYRACUSE UNIVERSITY FACULTY AND STAFF SUPPORT STUDENT SUCCESS BY: - ENCOURAGING GLOBAL STUDY, EXPERIENTIAL LEARNING, INTERDISCIPLINARY SCHOLARSHIP, CREATIVITY, AND ENTREPRENEURIAL ENDEAVORS - BALANCING PROFESSIONAL STUDIES WITH AN INTENSIVE LIBERAL ARTS EDUCATION - FOSTERING A RICHLY DIVERSE AND INCLUSIVE COMMUNITY OF LEARNING AND OPPORTUNITY - PROMOTING A CULTURE OF INNOVATION AND DISCOVERY - SUPPORTING FACULTY, STAFF, AND STUDENT COLLABORATION IN CREATIVE ACTIVITY AND RESEARCH THAT ADDRESS EMERGING OPPORTUNITIES AND SOCIETAL NEEDS - MAINTAINING PRIDE IN OUR LOCATION AND HISTORY AS A PLACE OF ACCESS, ENGAGEMENT, INNOVATION, AND IMPACT. OTHER PROGRAM SERVICES FORM 990 PART III LINE 4D OTHER PROGRAM SERVICE EXPENDITURES SUPPORT SYRACUSE UNIVERSITY'S ACADEMIC AND RESEARCH INITIATIVES THROUGH PROVISION OF ACADEMIC SUPPORT, STUDENT SERVICES AND GENERAL INSTITUTIONAL SUPPORT, THE CRITICAL COMPONENTS TO SEAMLESS DELIVERY AND TO MEETING THE NEEDS AND EXPECTATIONS OF SYRACUSE UNIVERSITY'S STUDENTS AND FACULTY. BUSINESS RELATIONSHIP FORM 990 PART VI LINE 2 AMIR RAHNAMAY-AZAR AND GWENN JUDGE HAVE A BUSINESS RELATIONSHIP AS THEY ARE OFFICERS OF SYRACUSE UNIVERSITY AND DRUMLINS, INC. REVIEW PROCESS FORM 990 PART VI LINE 11B SYRACUSE UNIVERSITY PROVIDED ITS SUBSTANTIALLY COMPLETE FORM 990 TO MEMBERS OF THE TRUSTEES AUDIT COMMITTEE AND COMPENSATION COMMITTEE. ACCOMPANYING THE 990 WAS A REPORT HIGHLIGHTING IMPORTANT SECTIONS, DATA AND POINTS, AND CHANGES FROM THE PREVIOUS FORM 990. A CONFERENCE CALL WITH THESE COMMITTEE MEMBERS WAS HELD WITH SYRACUSE UNIVERSITY'S CHANCELLOR AND PRESIDENT AND EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER TO REVIEW THE FORM AND SUMMARY REPORT. THIS REVIEW INCLUDED A WALKTHROUGH OF THE FORM AND SCHEDULES WITH DIALOGUE ON SIGNIFICANT ITEMS AND POINTS AND A FURTHER EXPANSION OF INFORMATION PROVIDED IN THE SUMMARY REPORT. QUESTIONS WERE ADDRESSED AS RAISED BY COMMITTEE MEMBERS. ONCE FINALIZED, THE COMPLETE COPY OF SYRACUSE UNIVERSITY'S FINAL FORM 990 (INCLUDING ALL REQUIRED SCHEDULES, AS ULTIMATELY FILED WITH THE IRS) IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD THROUGH A SECURED SYRACUSE UNIVERSITY BOARD OF TRUSTEES WEB PORTAL BEFORE ITS FILING WITH THE IRS. CONFLICT OF INTEREST POLICY FORM 990 PART VI LINE 12C SYRACUSE UNIVERSITY'S REGULAR AND CONSISTENT MONITORING AND ENFORCEMENT COMPLIANCE OF THE CONFLICT OF INTEREST POLICY: ARTICLE XI OF SYRACUSE UNIVERSITY'S BYLAWS REQUIRE AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE BE COMPLETED BY EACH TRUSTEE AND OFFICER. ADDITIONALLY, SYRACUSE UNIVERSITY REQUIRES KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES AND OTHER IDENTIFIED EMPLOYEES AND GROUPS OF EMPLOYEES TO COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE. ALL COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE CONFLICTS OF INTEREST ADMINISTRATOR; THE COMPTROLLER ALSO REVIEWS THOSE OF TRUSTEES, OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES. CONFLICTS ARE AGGREGATED INTO A REPORT WHICH IS PROVIDED TO THE SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE. COMPENSATION POLICY FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHANCELLOR AND PRESIDENT, OFFICERS, KEY EMPLOYEES AND CERTAIN OTHER COVERED INDIVIDUALS IS ESTABLISHED ACCORDING TO UNIVERSITY POLICIES THAT MEET THE THREE REQUIREMENTS OF THE REBUTTABLE PRESUMPTIONS PROVISIONS UNDER TREAS. REG. 53.4958-6. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY SYRACUSE UNIVERSITY'S COMPENSATION COMMITTEE WHO ARE INDEPENDENT AND FREE OF ANY CONFLICTS OF INTEREST THAT WOULD INTERFERE WITH THEIR EXERCISE OF INDEPENDENT JUDGMENT. SYRACUSE UNIVERSITY'S COMPENSATION COMMITTEE REVIEWS COMPARABILITY DATA PROVIDED BY AN INDEPENDENT EXTERNAL CONSULTANT THAT INCORPORATES BOTH UNIVERSITY DATA AND THAT OF COMPARABLE INSTITUTIONS. THE COMPENSATION COMMITTEE, WHICH TYPICALLY SEEKS TO ESTABLISH COMPENSATION WITHIN THE MIDDLE OF THE RANGE OF COMPARABILITY DATA, MAKES A RECOMMENDATION TO SYRACUSE UNIVERSITY'S EXECUTIVE COMMITTEE WHO THEN MAKES A DETERMINATION WHETHER THE PROPOSED COMPENSATION IS REASONABLE. IF A PROPOSAL IS DEEMED TO BE REASONABLE, THE EXECUTIVE COMMITTEE ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION WITHIN 60 DAYS AFTER THE DATE THE DETERMINATION WAS MADE AND SUCH DOCUMENTATION IS KEPT IN THE WRITTEN OR ELECTRONIC RECORDS OF THE EXECUTIVE COMMITTEE. JOINT VENTURES FORM 990 PART VI LINE 16A SYRACUSE UNIVERSITY JOINED THE CENTER FOR APPLIED IDENTITY MANAGEMENT RESEARCH (CAIMR). CAIMR IS DEDICATED TO SOLVING SOCIETY'S MOST CRITICAL IDENTITY MANAGEMENT CHALLENGES THROUGH APPLIED RESEARCH. PUBLIC DISCLOSURE FORM 990 PART VI LINE 19 SYRACUSE UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON SYRACUSE UNIVERSITY'S WEBSITE. OTHER CHANGES IN NET ASSETS FORM 990 PART XI LINE 9 POSTRETIREMENT BENEFIT OBLIGATION $4,704,975 SU SHERATON HOTEL & CONFERENCE CENTER 801 UNIVERSITY AVE SYRACUSE NY 13210 161586346 ACCOMMODATION NY 11718745 14381248 SU ORANGE INSURANCE COMPANY LLC 100 BANK ST STE 610 BURLINGTON VT 05401 473844706 INSURANCE VT -39222 2390570 SU CONSURTIO INC 721 UNIVERSITY AVE SYRACUSE NY 13244 472527854 EDUCATION DE 501(C)(3) 10 SU true SU ALUMNI ASSOCIATION INC 401 UNIVERSITY PLACE SYRACUSE NY 13244 161431749 ALUMNI ACTVTY NY 501(C)(3) 12A SU true SYRACUSE UNIVERSITY (USA LONDON) 48 OLD GLOUCESTER ST WC1N 38E LONDON UK EDUCATION UK N/A N/A SU true Orange Value Fund 20-4577033 721 University Ave SYRACUSE NY 13244 204577033 INVESTMENTS NY SYRACUSE UNIV EXCLUDED TAX 512-514 251291 3164227 false false 0.75017 DRUMLINS INC 800 NOTTINGHAM RD SYRACUSE NY 13224 150516881 DINING/REC NY SYRACUSE UNIV C Corp 1335922 3654813 1.00000 true SYRACUSE IDEAS INC 254 HINDS HALL SYRACUSE UNIVERSITY SYRACUSE NY 13244 462339155 EDUCATIONAL NY SYRACUSE UNIV C Corp 2000 1.00000 true SU ISTANBUL EGITIM DESTEK VE DANISMA HIZMETLERI TICARET LTD SIRK TU EDUCATIONAL TU SYRACUSE UNIV C Corp 0 1472375 1.00000 true CHARITABLE REMAINDER ANNUITY TRUST -1 CRAT NY SYRACUSE UNIV Trust true CHARITABLE REMAINDER TRUST - 1 CRT NY SYRACUSE UNIV Trust true CHARITABLE REMAINDER UNITRUST - 3 CRUT NY SYRACUSE UNIV Trust true true false true false false false false false false true true false true false true true true true false DRUMLINS INC p 165000 COST DRUMLINS INC r 399696 COST DRUMLINS INC k 108716 COST DRUMLINS INC m 272931 COST DRUMLINS INC q 285000 COST DRUMLINS INC a(i) 2012 COST SU ISTANBUL EGITIM DESTEK VE DANISMA r 8000 COST SU LONDON USA r 14823197 COST SYRACUSE UNIVERSITY ALUMNI ASSOCIATION c 112396 COST