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LEBANON VALLEY COLLEGE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LEBANON VALLEY COLLEGE (EIN 23-1352354)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-10
IRS object ID
201931309349304043
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T13:23:40-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY VIRCHOW KRAUSE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11650 MARKET STREET SUITE 4500AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191037341ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352354EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEBANON VALLEY COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEBABusinessNameControlTxt
Phone7178676421PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 NORTH COLLEGE AVENUEAddressLine1Txt
CityANNVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAWN P CURTINPersonNm
Person TitleVP FINANCE & ADMINISTRATIONPersonTitleTxt
Phone7178676421PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIUS C GREEN CPAPreparerPersonNm
PTINP00350393PTIN
Phone2159720701PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.89.178.154IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm09:18:32IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD55C9BF7EA9CC92FF5CD8A3B56631CEAE08BA54EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEWIS E THAYNEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 NORTH COLLEGE AVENUEAddressLine1Txt
CityANNVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17003ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$116,994,356GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LVC.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1866FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionPROVIDES EDUCATIONAL SERVICES AT THE UNDERGRADUATE AND GRADUATE LEVEL.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee1818TotalEmployeeCnt
Total Volunteers789TotalVolunteersCnt
Total Gross UBI$573,093TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$17,996NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,999,418PYContributionsGrantsAmt
CY Contributions Grants$14,171,456CYContributionsGrantsAmt
PY Program Service Revenue$82,791,322PYProgramServiceRevenueAmt
CY Program Service Revenue$86,264,264CYProgramServiceRevenueAmt
PY Investment Income$7,306,724PYInvestmentIncomeAmt
CY Investment Income$1,333,710CYInvestmentIncomeAmt
PY Other Revenue$1,112,976PYOtherRevenueAmt
CY Other Revenue$1,094,176CYOtherRevenueAmt
PY Total Revenue$102,210,440PYTotalRevenueAmt
CY Total Revenue$102,863,606CYTotalRevenueAmt
PY Grants And Similar Paid$37,575,079PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$41,344,742CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$31,491,117PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$31,305,143CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,210,411CYTotalFundraisingExpenseAmt
PY Other Expenses$22,739,816PYOtherExpensesAmt
CY Other Expenses$21,856,939CYOtherExpensesAmt
PY Total Expenses$91,806,012PYTotalExpensesAmt
CY Total Expenses$94,506,824CYTotalExpensesAmt
PY Revenues Less Expenses$10,404,428PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,356,782CYRevenuesLessExpensesAmt
Total Assets BOY$185,627,421TotalAssetsBOYAmt
Total Assets EOY$206,533,479TotalAssetsEOYAmt
Total Liabilities BOY$41,427,108TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,167,276TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$144,200,313NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$156,366,203NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLEBANON VALLEY COLLEGE DELIVERS A TRANSFORMATIVE EDUCATION BUILT ON THE LIBERAL ARTS. WE DEVELOP STUDENTS WHO THINK CRITICALLY AND CREATIVELY ACROSS BOUNDARIES; WHO SOLVE COMPLEX PROBLEMS; WHO COMMUNICATE EFFECTIVELY; AND WHO VALUE DIFFERENCES AMONG HUMAN BEINGS. OUR GRADUATES ARE EMPOWERED TO PURSUE A LIFE OF LEARNING, CITIZENSHIP, AND SUCCESS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$86,290,027ExpenseAmt
Grant$41,344,742GrantAmt
Revenue$86,471,309RevenueAmt
DescLEBANON VALLEY COLLEGE, FOUNDED IN 1866, OFFERS BACHELOR'S DEGREES IN MORE THAN 40 MAJORS; MASTER'S DEGREES IN ACCOUNTING (MBA 3+1), ATHLETIC TRAINING, BUSINESS ADMINISTRATION, MUSIC EDUCATION, SCIENCE IN STEM EDUCATION, AND SPEECH-LANGUAGE PATHOLOGY, A DOCTORAL DEGREE IN PHYSICAL THERAPY, AND CERTIFICATES IN MODERN BAND AND INTEGRATIVE STEM EDUCATION. LOCATED EIGHT MILES FROM HERSHEY, PENNSYLVANIA, THIS COLLEGE OF 2,186 TOTAL ENROLLED STUDENTS PRODUCES ALUMNI WHO ATTEND PRESTIGIOUS GRADUATE AND PROFESSIONAL SCHOOLS, AND ARE EMPLOYED BY TOP COMPANIES AND SCHOOL DISTRICTS.FORTY PERCENT OF OUR STUDENTS ARE FIRST GENERATION AND/OR PELL-ELIGIBLE, AND 100% OF THE FALL 2018 INCOMING CLASS RECEIVED GRANT OR SCHOLARSHIP AID FROM LVC. MORE THAN 30% OF OUR STUDENTS PARTICIPATE IN NCAA DIVISION III ATHLETICS, AND OUR STUDENTS VOLUNTEERED MORE THAN 22,000 HOURS OF COMMUNITY SERVICE DURING THE 2017-2018 ACADEMIC YEAR.Desc
Total Program Service Expenses$86,290,027TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2717IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1818EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGABRIEL PAZPersonNm
Phone7178676421PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 NORTH COLLEGE AVENUEAddressLine1Txt
CityANNVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP17003ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ELYSE E ROGERS
CHAIR (START 05/2018)1.00Yes (X)Yes (X)$0$0$0
KATHERINE J BISHOP
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
KRISTEN R ANGSTADT
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
ELIZABETH R UNGER
ASSISTANT SECRETARY1.00Yes (X)Yes (X)$0$0$0
LEWIS E THAYNE
PRESIDENT40.00Yes (X)Yes (X)$349,760$0$45,358
WESLEY T DELLINGER
CHAIR (UNTIL 05/2018)1.00Yes (X)Yes (X)$0$0$0
TRUMAN T BROOKS
TRUSTEE1.00Yes (X)$0$0$0
ALAN NEWSOME
TRUSTEE1.00Yes (X)$0$0$0
TREVA CLARK
FACULTY TRUSTEE1.00Yes (X)$97,689$0$14,862
JEANNE D ARNOLD
TRUSTEE1.00Yes (X)$0$0$0
MALIA WALTMAN
STUDENT TRUSTEE1.00Yes (X)$0$0$0
MICHAEL S BEYER
TRUSTEE1.00Yes (X)$0$0$0
EDWARD D BREEN
TRUSTEE1.00Yes (X)$0$0$0
DAVID A CASS
TRUSTEE1.00Yes (X)$0$0$0
SUSAN M CORBETT
TRUSTEE1.00Yes (X)$0$0$0
GERET P DEPIPER
TRUSTEE1.00Yes (X)$0$0$0
SUSANNE HARLEY DOMBROWSKI
TRUSTEE1.00Yes (X)$0$0$0
LAURA ELDRED
FACULTY TRUSTEE1.00Yes (X)$64,124$0$12,617
JAMES G GLASGOW
TRUSTEE1.00Yes (X)$0$0$0
M LOUISE HESS
TRUSTEE1.00Yes (X)$0$0$0
GREGORY A HIGH
TRUSTEE1.00Yes (X)$0$0$0
WENDIE DIMATTEO HOLSINGER
TRUSTEE1.00Yes (X)$0$0$0
GEORGE J KING
TRUSTEE1.00Yes (X)$0$0$0
SETH MENDELSOHN
TRUSTEE/ADJUNCT FACULTY1.00Yes (X)$9,000$0$0
CARROLL SKIP MISSIMER
TRUSTEE1.00Yes (X)$0$0$0
SHILESKY MONTALVO
STUDENT TRUSTEE1.00Yes (X)$1,123$0$0
CHESTER Q MOSTELLER
TRUSTEE1.00Yes (X)$0$0$0
KATHRYN N ORIEL
FACULTY TRUSTEE1.00Yes (X)$104,501$0$27,978
LYNN G PHILLIPS
TRUSTEE1.00Yes (X)$0$0$0
ELLIOTT ROBINSON
TRUSTEE1.00Yes (X)$0$0$0
KAREN A SCHMITT
TRUSTEE1.00Yes (X)$0$0$0
TRACEY A STOVER
TRUSTEE1.00Yes (X)$0$0$0
RYAN H TWEEDIE
TRUSTEE1.00Yes (X)$0$0$0
JEFFREY J RITCHIE
FACULTY TRUSTEE (UNTIL 05/2018)40.00Yes (X)$77,734$0$20,909
REBECCA L WHALEN
STUDENT TRUSTEE (UNTIL 05/2018)1.00Yes (X)$437$0$0
SHAWN P CURTIN
VP FINANCE/TREASURER40.00Yes (X)$186,070$0$35,675
STEVEN O'DAY
VP FOR STRAT. INITIAVIES/COLLEGE SECRETARY40.00Yes (X)$105,323$0$9,659
MICHAEL GREEN
VP ACADEMIC AFFAIRS/DEAN OF FACULTY40.00Yes (X)$196,453$0$25,137
EDWIN WRIGHT
VP OF ENROLLMENT MANAGEMENT40.00$153,705$0$36,086Yes (X)
DANIEL HELWIG
VP OF ADVANCEMENT40.00$198,139$0$30,036Yes (X)
GREGORY KRIKORIAN
VP STUDENT AFFAIRS40.00$137,337$0$34,645Yes (X)
STAN DACKO
ASSOC. PROF. PHYSICAL THERAPY40.00$140,648$0$31,101Yes (X)
DAVID SHAPIRO
CIO/DIRECTOR INFORMATION TECHNOLOGY40.00$122,100$0$26,110Yes (X)
DONALD SANTOSTEFANO
SR. DIRECTOR OF FACILITIES MGT.40.00$120,080$0$28,860Yes (X)
MOLLY O'BRIEN-FOELSCH
CHIEF COMMUNICATONS OFFICER40.00$111,405$0$10,043Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,175,628TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$389,076TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K23IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENCHMARK CONSTRUCTION
4121 OREGON PIKEBROWNSTOWNPA17508CONSTRUCTION SERVICES$13,527,910
METZ CULINARY MANAGEMENT
2 WOODLAND DRIVEDALLASPA18612FOOD SERVICES$3,818,457
JEM GROUP LLC
509 NORTH SECOND STREETHARRISBURGPA17101CONSTRUCTION SERVICES$566,054
WHITLOCK
10671 WILLIAM PENN HIGHWAYHUNTINGDONPA16652AUDIO VISUAL SERVICES$446,226
STANTEC ARCHITECTURE INC
13980 COLLECTIONS CENTER DRCHICAGOIL60693ARCHITECTURAL SERVICES$378,898
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K17CntrctRcvdGreaterThan100KCnt
Federated Campaigns$7,171FederatedCampaignsAmt
Fundraising$44,053FundraisingAmt
Government Grants$2,840,339GovernmentGrantsAmt
All Other Contributions$11,279,893AllOtherContributionsAmt
Noncash Contributions$660,721NoncashContributionsAmt
Total Contributions$14,171,456TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT TUITION AND FEES611310$72,379,231$72,379,231
AUXILIARY ENTERPRISES611310$13,885,033$13,885,033
FieldValueIRS element (for citing)
Total Program Service Revenue$86,264,264TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,419,526TotalRevenueColumnAmt
Unrelated Business Revenue$4,242UnrelatedBusinessRevenueAmt
Exclusion$1,415,284ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$78,580RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$66,333RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$12,247RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,247TotalRevenueColumnAmt
Exclusion$12,247ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,958,832SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,044,648SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$85,816SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$85,816TotalRevenueColumnAmt
Exclusion-$85,816ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$19,277FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$44,053ContriRptFundraisingEventAmt
Fundraising Direct Expenses$19,769FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$492TotalRevenueColumnAmt
Exclusion-$492ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONFERENCE-DORMITORIES721000$326,051$326,051
ARNOLD SPORTS CENTER713990$242,800$242,800
ATHLETIC CAMPS & TOURNAMENTS713990$207,045$207,045

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$306,525TotalRevenueColumnAmt
Exclusion$306,525ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,082,421OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,863,606TotalRevenueColumnAmt
Related Or Exempt Func Income$86,471,309RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$573,093UnrelatedBusinessRevenueAmt
Exclusion$1,647,748ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$53,243TotalAmt
Program Services$53,243ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$41,291,499TotalAmt
Program Services$41,291,499ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,379,184TotalAmt
Program Services$674,996ProgramServicesAmt
Management And General$448,732ManagementAndGeneralAmt
Fundraising$255,456FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$22,710,086TotalAmt
Program Services$19,376,821ProgramServicesAmt
Management And General$2,865,022ManagementAndGeneralAmt
Fundraising$468,243FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,627,513TotalAmt
Program Services$1,379,368ProgramServicesAmt
Management And General$207,030ManagementAndGeneralAmt
Fundraising$41,115FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,913,030TotalAmt
Program Services$3,274,073ProgramServicesAmt
Management And General$509,698ManagementAndGeneralAmt
Fundraising$129,259FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,675,330TotalAmt
Program Services$1,384,338ProgramServicesAmt
Management And General$234,999ManagementAndGeneralAmt
Fundraising$55,993FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$106,206TotalAmt
Program Services$53,103ProgramServicesAmt
Management And General$53,103ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$106,875TotalAmt
Program Services$106,875ProgramServicesAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$36,000TotalAmt
Management And General$36,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$296,620TotalAmt
Management And General$296,620ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,012,391TotalAmt
Program Services$4,352,590ProgramServicesAmt
Management And General$577,009ManagementAndGeneralAmt
Fundraising$82,792FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$695,128TotalAmt
Management And General$646,469ManagementAndGeneralAmt
Fundraising$48,659FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,711,040TotalAmt
Program Services$1,483,274ProgramServicesAmt
Management And General$175,329ManagementAndGeneralAmt
Fundraising$52,437FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$198,183TotalAmt
Program Services$181,025ProgramServicesAmt
Management And General$16,270ManagementAndGeneralAmt
Fundraising$888FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,697,838TotalAmt
Program Services$1,697,838ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$949,267TotalAmt
Program Services$825,933ProgramServicesAmt
Management And General$66,367ManagementAndGeneralAmt
Fundraising$56,967FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$433,760TotalAmt
Program Services$433,760ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,812,315TotalAmt
Program Services$5,812,315ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$483,723TotalAmt
Program Services$483,723ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIR/MAINTENANCE$2,025,054$1,425,501$586,108$13,445
LIBRARY MATERIALS$692,958$692,958
BOOSTERS EXPENSE$471,680$471,680
STUCO/CULTURAL PROGRAMS$239,132$239,132

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$888,769TotalAmt
Program Services$595,982ProgramServicesAmt
Management And General$287,630ManagementAndGeneralAmt
Fundraising$5,157FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$94,506,824TotalAmt
Program Services$86,290,027ProgramServicesAmt
Management And General$7,006,386ManagementAndGeneralAmt
Fundraising$1,210,411FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,000BOYAmt
EOY$236,430EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,725,222BOYAmt
EOY$10,226,072EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,042,438BOYAmt
EOY$11,524,705EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,040,469BOYAmt
EOY$1,353,808EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,342,350BOYAmt
EOY$2,421,198EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$28,973BOYAmt
EOY$26,605EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,106,659BOYAmt
EOY$1,573,840EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$198,090,256LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$95,915,088LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$90,727,529BOYAmt
EOY$102,175,168EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$52,253,910BOYAmt
EOY$58,793,947EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$16,970,746BOYAmt
EOY$13,618,394EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,385,125BOYAmt
EOY$4,583,312EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$185,627,421BOYAmt
EOY$206,533,479EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,684,638BOYAmt
EOY$5,787,646EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$52,895BOYAmt
EOY$256,776EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,852,548BOYAmt
EOY$39,039,785EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$704,273BOYAmt
EOY$723,859EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,132,754BOYAmt
EOY$4,359,210EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$41,427,108BOYAmt
EOY$50,167,276EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$74,732,624BOYAmt
EOY$76,717,593EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,104,973BOYAmt
EOY$35,118,616EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,362,716BOYAmt
EOY$44,529,994EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$144,200,313BOYAmt
EOY$156,366,203EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$185,627,421BOYAmt
EOY$206,533,479EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,356,782ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,808,498NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$610OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$36,000OtherActivitiesAmt
Total Lobbying Expenditures$36,000TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationPAID $36,000 TO LONG NYQUIST & ASSOCIATES TO ASSIST IN IDENTIFYING AND APPLYING FOR ELIGIBLE GRANTS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$64,503,909BeginningYearBalanceAmt
Contributions$1,037,067ContributionsAmt
Investment Earnings Or Losses$4,661,315InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,306,386GrantsOrScholarshipsAmt
Other Expenditures$1,515,349OtherExpendituresAmt
End Year Balance$67,380,556EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,520,255BeginningYearBalanceAmt
Contributions$2,625,832ContributionsAmt
Investment Earnings Or Losses$7,032,742InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,243,889GrantsOrScholarshipsAmt
Other Expenditures$1,431,031OtherExpendituresAmt
End Year Balance$64,503,909EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,759,938BeginningYearBalanceAmt
Contributions$2,416,987ContributionsAmt
Investment Earnings Or Losses-$1,161,066InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,164,126GrantsOrScholarshipsAmt
Other Expenditures$1,331,478OtherExpendituresAmt
End Year Balance$57,520,255EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$55,275,576BeginningYearBalanceAmt
Contributions$3,538,698ContributionsAmt
Investment Earnings Or Losses$2,239,712InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,084,898GrantsOrScholarshipsAmt
Other Expenditures$1,209,150OtherExpendituresAmt
End Year Balance$58,759,938EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,103,144BeginningYearBalanceAmt
Contributions$5,173,448ContributionsAmt
Investment Earnings Or Losses$6,179,402InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,047,090GrantsOrScholarshipsAmt
Other Expenditures$1,133,328OtherExpendituresAmt
End Year Balance$55,275,576EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.20000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.58000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.22000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,474,725OtherCostOrOtherBasisAmt
Book Value$2,474,725BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$135,565,267OtherCostOrOtherBasisAmt
Depreciation$67,927,235DepreciationAmt
Book Value$67,638,032BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,299,474OtherCostOrOtherBasisAmt
Depreciation$17,190,063DepreciationAmt
Book Value$5,109,411BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,750,790OtherCostOrOtherBasisAmt
Depreciation$10,797,790DepreciationAmt
Book Value$26,953,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$102,175,168TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS$13,237,107F
CSV LIFE INSURANCE POLICIES$381,287F
FieldValueIRS element (for citing)
Total Book Value Securities$13,618,394TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
LIABILITY ON ANNUITY CONTRACTS$916,547
STUDENT CREDIT BALANCES AND DEPOSITS$1,579,193
ADVANCES FROM FEDERAL GOVERNMENT FOR STUDENT LOANS$1,863,470
FieldValueIRS element (for citing)
Total Liability$4,359,210TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$67,551,259TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,808,498NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$65,000DonatedServicesAndUseFcltsAmt
Other Revenue-$39,271,947OtherRevenueAmt
Revenue Not Reported-$35,398,449RevenueNotReportedAmt
Revenue Subtotal$102,949,708RevenueSubtotalAmt
Other Revenues Not Included-$86,102OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$86,102RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$102,863,606TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$55,385,369TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$65,000DonatedServicesUseFcltsAmt
Other Expenses Included$86,102OtherExpensesIncludedAmt
Expenses Not Reported$151,102ExpensesNotReportedAmt
Expenses Subtotal$55,234,267ExpensesSubtotalAmt
Other Expenses Not Included$39,272,557OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$39,272,557ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$94,506,824TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:THE COLLEGE'S COLLECTION CONSISTS OF ARTWORK, RARE BOOKS, AND OTHER OBJECTS. THE COLLECTION IS HELD FOR EDUCATION, RESEARCH, AND PUBLIC EXHIBITION AND IS PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED.
PART V, LINE 4:TO SUPPORT EDUCATIONAL PROGRAMS IN ACCORDANCE WITH THE DONOR DESIGNATIONS.
PART X, LINE 2:THE COLLEGE FOLLOWS THE FASB GUIDANCE THAT REQUIRES A TAX POSITION TO BE RECOGNIZED BASED ON A "MORE LIKELY THAN NOT" TO BE SUSTAINED UPON EXAMINATION THRESHOLD. THE COLLEGE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:STUDENT EDUCATIONAL GRANTS NETTED AGAINST REVENUE ON FINANCIALS -38,975,937. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 610. INVESTMENT EXPENSES NETTED ON THE FINANCIALS -296,620.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES -66,333. FUNDRAISING EXPENSES -19,769.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSE 66,333. FUNDRAISING EXPENSES 19,769.
PART XII, LINE 4B - OTHER ADJUSTMENTS:STUDENT EDUCATIONAL GRANTS NETTED AGAINST REVENUE ON FINANCIALS 38,975,937. INVESTMENT FEES NETTED ON THE FINANCIALS 296,620.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE POLICY IS INCLUDED ON THE COLLEGE'S CATALOG, WEBSITE, PUBLICATIONS, ETC.
SCHEDULE E, PART I, LINE 6THE COLLEGE RECEIVES VARIOUS FEDERAL GRANTS DIRECTLY FROM THE U.S. DEPARTMENT OF EDUCATION. THESE GRANTS INCLUDE SUPPLEMENTAL EDUCATION OPPORTUNITY GRANTS, COLLEGE WORK-STUDY FUNDING, AND PELL GRANTS. THE COLLEGE ALSO RECEIVES GRANTS FROM THE COMMONWEALTH OF PENNSYLVANIA.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$509,533
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SERVICE EXPENSES$341,72400STUDY ABROAD PROGRAM
EAST ASIA AND THE PACIFICPROGRAM SERVICE EXPENSES$194,85500STUDY ABROAD PROGRAM
CENTRAL AMERICA AND THE CARIBBEANPROGRAM SERVICE EXPENSES$19,70200STUDY ABROAD PROGRAM
NORTH AMERICAPROGRAM SERVICE EXPENSES$3,23700STUDY ABROAD PROGRAM
EAST ASIA AND THE PACIFICPROGRAM SERVICE EXPENSES$8,12000RECRUITING EXPENSE
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,077,171SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,077,171TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LVEP GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$43,655GrossReceiptsEvent1Amt
Charitable Contri Event1$31,949CharitableContriEvent1Amt
Gross Revenue Event1$11,706GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,173NonCashPrizesEvent1Amt
Rent Facility Costs Event1$3,884RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,370FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,279OtherDirectExpensesEvent1Amt
Event2LVC GOLF CLASSICEvent2Nm
Gross Receipts Event2$19,675GrossReceiptsEvent2Amt
Charitable Contri Event2$12,104CharitableContriEvent2Amt
Gross Revenue Event2$7,571GrossRevenueEvent2Amt
Non Cash Prizes Event2$1,237NonCashPrizesEvent2Amt
Rent Facility Costs Event2$2,675RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,701FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$450OtherDirectExpensesEvent2Amt
Gross Receipts Total$63,330GrossReceiptsTotalAmt
Charitable Contributions Tot$44,053CharitableContributionsTotAmt
Gross Revenue Total Events$19,277GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,410NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$6,559RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$8,071FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$2,729OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$19,769DirectExpenseSummaryEventsAmt
Net Income Summary-$492NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
ANVILLE TOWNSHIP
36 NORTH LANCASTER STREETANNVILLEPA17003236003026N/A$26,000CASHN/AUNRESTRICTED CONTRIBUTION TO SUPPORT THE TOWNSHIP
ANVILLE-CLEONA SCHOOL DISCTICT
500 SOUTH WHITE OAK STREETANNVILLEPA17003231602952N/A$20,000CASHN/AUNRESTRICTED CONTRIBUTION TO SUPPORT THE SCHOOL DISTRICT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
LVC GRANTS & SCHOLARSHIPS1616$38,827,011$0CASHN/A
SEOG GRANTS35$128,431$0CASHN/A
STUDENT AWARDS116$352,479$0CASHN/A
PELL GRANTS461$1,890,181$0CASHN/A
FACULTY ACADEMIC GRANTS17$28,190$0CASHN/A
TEACH GRANTS15$44,712$0CASHN/A
LVC GRANTS TO FOREIGN STUDENTS2$20,495$0CASHN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL STUDENTS APPLYING FOR FEDERAL FUNDS ARE REQUIRED TO SUBMIT THE FREE APPLICATION FOR FEDERAL STUDENT AID ("FAFSA"). THE FINANCIAL AID OFFICE REVIEWS THE RESULTS OF THE FAFSA, WHICH DICTATES WHAT AND HOW MUCH FEDERAL FUNDING THE INDIVIDUAL STUDENT IS ELIGIBLE FOR. IF THE STUDENT IS DETERMINED TO BE IN COMPLIANCE WITH ALL FEDERAL REGULATIONS, AS DETERMINED BY THE DEPT. OF ED., THE FINANCIAL AID OFFICE AWARDS THE STUDENT THE APPROPRIATE FUNDING. STUDENT FILES REGARDING ELIGIBILITY ARE MAINTAINED BY THE FINANCIAL AID OFFICE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LEWIS E THAYNE
PRESIDENT$349,760$0$0$0$0$0$24,300$0$21,058$0$395,118$0$0$0
SHAWN P CURTIN
VP FINANCE/TREASURER$186,070$0$0$0$0$0$17,447$0$18,228$0$221,745$0$0$0
MICHAEL GREEN
VP ACADEMIC AFFAIRS/DEAN OF FACULTY$196,453$0$0$0$0$0$17,773$0$7,364$0$221,590$0$0$0
EDWIN WRIGHT
VP OF ENROLLMENT MANAGEMENT$153,705$0$0$0$0$0$14,832$0$21,254$0$189,791$0$0$0
DANIEL HELWIG
VP OF ADVANCEMENT$198,139$0$0$0$0$0$17,613$0$12,423$0$228,175$0$0$0
GREGORY KRIKORIAN
VP STUDENT AFFAIRS$137,337$0$0$0$0$0$13,451$0$21,194$0$171,982$0$0$0
STAN DACKO
ASSOC. PROF. PHYSICAL THERAPY$140,648$0$0$0$0$0$12,325$0$18,776$0$171,749$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationFROM THE EMPLOYMENT AGREEMENT BETWEEN LEBANON VALLEY COLLEGE AND LEWIS E. THAYNE - "THE COLLEGE SHALL PAY OR REIMBURSE THE EXECUTIVE FOR ALL REASONABLE BUSINESS EXPENSES INCURRED BY THE EXECUTIVE (AND HIS SPOUSE WHERE THERE IS A LEGITIMATE BUSINESS REASON FOR HIS SPOUSE TO ACCOMPANY HIM) IN CONNECTION WITH THE PERFORMANCE OF HIS DUTIES AND OBLIGATIONS UNDER THIS AGREEMENT. SUCH PAYMENTS SHALL INCLUDE REASONABLE REIMBURSEMENTS FOR TICKETS, SUBSCRIPTIONS, ETC. FOR THE EXECUTIVE AND HIS SPOUSE TO WORK-RELATED FUND RAISING EVENTS IN THE COMMUNITY. THESE REIMBURSEMENTS ARE NOT CONSIDERED TAXABLE BENEFITS TO THE EMPLOYEE. THESE EXPENDITURES SHALL BE SUBJECT TO THE REVIEW AND APPROVAL OF THE CHAIR OF THE BOARD."ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ANNVILLE TOWNSHIP AUTHORITY
A2360030262004-09-17$6,000,000SEE PART VI000
ANNVILLE TOWNSHIP AUTHORITY
B2360030262007-11-29$10,000,000SEE PART VI000
ANNVILLE TOWNSHIP AUTHORITY
C2360030262008-05-21$5,066,000SEE PART VI000
ANNVILLE TOWNSHIP AUTHORITY
D2360030262009-08-11$5,425,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmt
A$2,600,000$6,000,000$6,000,0002004Yes (1)0Yes (1)Yes (1)
B$971,235$10,000,000200900Yes (1)Yes (1)$10,000,000
C$3,216,000$5,066,000$2,866,0002009Yes (1)0Yes (1)Yes (1)$2,177,760$22,240
D$950,000$5,425,000$5,425,0002009Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
B00000.000000.000000.00000000
C00000.000000.000000.00000000
D00000.000000.000000.00000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
A00Yes (1)000000
(no name)
B00Yes (1)000000
FIRST NATIONAL BANK
C00Yes (1)00000010.75000000000000
(no name)
D00Yes (1)000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0
C0
D0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN F:PURPOSE OF BOND: 2004 BOND - REFUNDING OF NOTE PAYABLE OF 1997 2007 BOND - CONSTRUCTION PROJECTS 2008 BOND - REFUNDING OF NOTES PAYABLE OF 1999 AND 2001 AND CONSTRUCTION PROJECTS 2009 BOND - REFUNDING OF NOTES PAYABLE OF 2004 AND LINE OF CREDIT FOR REDEMPTION OF 1999 BONDS 2010 BOND - CONSTRUCTION, RENOVATION, IMPROVEMENT, ALTERATION, EQUIPPING, AND FURNISHING COLLEGE FACILITIES AND VARIOUS CAPITAL ADDITIONS, ACQUISITIONS, AND IMPROVEMENTS 2013 BOND - REFUNDING OF NOTE PAYABLE OF 2005 2016 BOND - CONSTRUCTION & PURCHASE OF EQUIPMENT 2016 BOND - CONSTRUCTION & PURCHASE OF EQUIPMENT
SCHEDULE K, PART III LINE 9, PART IV LINE 7, AND PART VTHE COLLEGE HAS PROCEDURES IN PLACE TO MONITOR COMPLIANCE AND IS IN THE PROCESS OF FORMALIZING A WRITTEN POLICY.
SCHEDULE K, PART II LINE 3PROCEEDS REPORTED IN PART II FOR THE 2016 BOND REPRESENT THE AMOUNT DRAWN DOWN AS OF 6/30/18 WHILE THE TOTAL PROCEEDS ARE REPORTED IN PART I.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ANNVILLE TOWNSHIP AUTHORITY
A2360030262010-11-18$5,200,000SEE PART VI000
ANNVILLE TOWNSHIP AUTHORITY
B2360030262013-07-30$5,825,000SEE PART VI000
ANNVILLE TOWNSHIP AUTHORITY
C2360030262016-12-07$15,000,000SEE PART VI000
ANNVILLE TOWNSHIP AUTHORITY
D2360030262016-12-07$5,000,000SEE PART VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmt
A$600,000$5,200,000$67,950$5,132,050201200Yes (1)Yes (1)
B$2,375,000$5,825,0002013Yes (1)0Yes (1)Yes (1)$5,825,000
C$7,519,722$7,519,7222018000Yes (1)
D$5,000,000$120,331$4,879,669201800Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000000.00000000
B00000.000000.000000.00000000
C00000.000000.000000.00000000
D00000.000000.000000.00000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
A00Yes (1)000000
(no name)
B00Yes (1)000000
(no name)
C0Yes (1)0000000
FIRST NATIONAL BANK
D0Yes (1)000Yes (1)0008.50000000000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
A0
B0
C0
D0

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$5,028NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$655,693NoncashContributionsRptF990Amt
Method Of Determining RevenuesMEAN SHARE PRICEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS.
PART I, LINE 32B:DONATIONS OF STOCKS ARE SOLD UPON RECEIPT BY THE COLLEGE'S INVESTMENT MANAGER.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TRUSTEE SUSANNE HARLEY DOMBROWSKI HAS A BUSINESS RELATIONSHIP WITH TRUSTEES CARROLL "SKIP" MISSIMER AND WESLEY T. DELLINGER. TRUSTEES GREGORY A. HIGH AND CHESTER Q. MOSTELLER HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 3THE COLLEGE OUTSOURCED ITS FOOD SERVICE TO METZ. THE COLLEGE ALSO OUTSOURCED ITS BOOKSTORE OPERATIONS TO BARNES AND NOBLE.
FORM 990, PART VI, SECTION B, LINE 11BAFTER COMPLETION AND REVIEW BY MANAGEMENT, THE AUDIT COMMITTEE OF THE BOARD REVIEWED THE COMPLETE 990 IN DETAIL DURING THE MARCH AUDIT COMMITTEE MEETING. A FULL COPY OF THE 990 WAS POSTED ON THE COLLEGE'S PORTAL FOR THE FULL BOARD'S REVIEW PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. IN THE CASE OF THE BOARD AND SENIOR STAFF, INCLUDING THE PRESIDENT, THE GOVERNANCE COMMITTEE DEVELOPED A FORM WHICH IS SCHEDULED TO BE COMPLETED ANNUALLY. LANGUAGE ON THE FORMS WAS MODIFIED IN 2010 TO BETTER REFLECT IRS FORM 990 DEFINITIONS / REQUIREMENTS. COMPLETED TRUSTEE FORMS ARE REVIEWED BY THE EXECUTIVE ASSISTANT TO THE PRESIDENT AND MEMBERS OF THE GOVERNANCE COMMITTEE. MEMBERS OF THE GOVERNANCE COMMITTEE NOTE ANY RESPONSES THAT REQUIRE ATTENTION.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION OF THE PRESIDENT AND VICE PRESIDENTS IS REVIEWED ANNUALLY BY THE COMPENSATION SUBCOMMITTEE OF THE BOARD TO ENSURE THAT COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. EXTERNAL BENCHMARK DATA FROM CUPA-HR IS SHARED AS A PART OF THIS REVIEW. THE COMPENSATION SUBCOMMITTEE MAKES THE DETERMINATION AND THE PROCESS IS NOTED IN MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT 101 NORTH COLLEGE AVENUE UPON REQUEST.
FORM 990, PART VI, LINE 1THE EXECUTIVE COMMITTEE IS COMPRISED OF OFFICERS OF THE BOARD, CHAIRS OF STANDING COMMITTEES, AND UP TO FOUR ADDITIONAL TRUSTEES AS APPOINTED BY THE CHAIR OF THE BOARD. ALL MEMBERS OF THE EXECUTIVE COMMITTEE MUST BE VOTING MEMBERS OF THE BOARD OF TRUSTEES. THE BYLAWS OF THE BOARD OF TRUSTEES STIPULATE THAT THE EXECUTIVE COMMITTEE HAS, AND MAY EXERCISE ALL POWERS OF THE BOARD OF TRUSTEES IN THE TRANSACTION OF THE BUSINESS OF THE COLLEGE BETWEEN MEETINGS OF THE BOARD. UNLESS SPECIFICALLY EMPOWERED BY THE BOARD, THE EXECUTIVE COMMITTEE MAY NOT TAKE ANY ACTION INCONSISTENT WITH A PRIOR ACT OF THE BOARD OF TRUSTEES, AWARD DEGREES, ALTER BYLAWS, LOCATE PERMANENT BUILDINGS IN TAX-EXEMPT PROPERTY HELD FOR COLLEGE PURPOSES, PURCHASE OR SELL, MORTGAGE OR LEASE OR OTHERWISE ACQUIRE OR DISPOSE OF REAL PROPERTY, REMOVE OR APPOINT THE PRESIDENT OF THE COLLEGE, ADOPT THE ANNUAL BUDGET, ELECT TRUSTEES OR BOARD OFFICERS, OR TAKE ANY OTHER ACTION THAT HAS BEEN RESERVED BY OR FOR THE BOARD.
FORM 990, PART VIITHE FOLLOWING TRUSTEES ARE ALSO ON THE FACULTY OF LEBANON VALLEY COLLEGE WORKING EITHER FULLTIME, AS PART-TIME ADJUNCT PROFESSOR, OR STUDENT EMPLOYEES WORKING DURING THE ACADEMIC YEAR. COMPENSATION REPORTED ON PART VII RELATES TO THEIR EMPLOYMENT POSITIONS: - TREVA CLARK - MALIA WALTMAN - LAURA ELDRED - SETH MENDELSOHN - SHILESKY MONTALVO - KATHRYN N. ORIEL - JEFFREY J. RITCHIE - REBECCA L. WHALEN
FORM 990, PART XI, LINE 9:CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 610.
FORM 990, PART VI, LINE 14:SEPARATE RETENTION POLICIES ARE MAINTAINED AT THE DEPARTMENT/DIVISIONAL LEVELS. IT IS THE COLLEGE'S GOAL TO CONSOLIDATE THESE POLICIES AND DEVELOP AN INSTITUTIONAL WIDE RETENTION POLICY.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
VALE LLC
101 NORTH COLLEGE AVENUEANNVILLEPA170030501463835416MUSIC PRODUCTIONPA$956$435LEBANON VALLEY COLLEGE
LEBANON VALLEY COLLEGE PHYSICAL THERAPY & SPORTS REHAB CLINIC
101 NORTH COLLEGE AVENUEANNVILLEPA170030501464917810PHYSICAL THERAPY AND SPORTS REHABILIATIONPA$45,857$139,546LEBANON VALLEY COLLEGE