DESALES UNIVERSITY: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DESALES UNIVERSITY (EIN 23-1653718)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201931349349307983
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T15:12:34-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231653718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESALES UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESA | BusinessNameControlTxt |
| Phone | 6102821100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 STATION AVENUE | AddressLine1Txt |
| City | CENTER VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J SNYDER | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 6102821100 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 2159720701 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.178.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 12:04:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DAF0C676BA5D217E8E98654567F7DD0DDDA97E7C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F58787FA80410BAE38B710EAF9FCC5760AD3BCDF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT J SNYDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 STATION AVENUE | AddressLine1Txt |
| City | CENTER VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $120,708,039 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DESALES.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF DESALES UNIVERSITY IS TO PROVIDE MEN AND WOMEN WITH QUALITY HIGHER EDUCATION ACCORDING TO THE PHILOSOPHY OF CHRISTIAN HUMANISM AS DEVELOPED BY SAINT FRANCIS DE SALES AND HIS SPIRITUAL HEIRS. THE UNIVERSITY IMPARTS KNOWLEDGE ABOUT AND DEVELOPS TALENTS FOR PERSONAL, FAMILIAL, AND SOCIETAL LIVING. DESALES UNIVERSITY ENRICHES THE HUMAN COMMUNITY AND ENCHANCES THE DIGNITY OF THE INDIVIDUAL THROUGH ITS EDUCATIONAL ENDEAVORS. IN ITS WORK, THE UNIVERSITY FOSTERS A VITAL AND RESPECTFUL DIALOGUE BETWEEN ROMAN CATHOLIC FAITH AND HUMAN CULTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 2028 | TotalEmployeeCnt |
| Total Volunteers | 87 | TotalVolunteersCnt |
| Total Gross UBI | $1,197,397 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$29,737 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,937,928 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,607,777 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $95,933,567 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $97,565,816 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,724,009 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,278,695 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,349,401 | PYOtherRevenueAmt |
| CY Other Revenue | $1,236,801 | CYOtherRevenueAmt |
| PY Total Revenue | $108,944,905 | PYTotalRevenueAmt |
| CY Total Revenue | $111,689,089 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,587,271 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,256,982 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,960,572 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,483,205 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,388,625 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,187,203 | PYOtherExpensesAmt |
| CY Other Expenses | $35,053,217 | CYOtherExpensesAmt |
| PY Total Expenses | $104,735,046 | PYTotalExpensesAmt |
| CY Total Expenses | $106,793,404 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,209,859 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,895,685 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $220,645,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $232,453,478 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,331,145 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $77,508,200 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $147,314,231 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $154,945,278 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DESALES UNIVERSITY IS A MEDIUM-SIZED, PRIVATE, FOUR-YEAR CATHOLIC UNIVERSITY WITH A SALESIAN MISSION ADMINISTERED BY THE OBLATES OF ST. FRANCIS DE SALES. STUDENTS AT DESALES UNIVERSITY ARE EXPOSED TO CATHOLIC TEACHINGS BUT ARE ALSO AFFORDED THE LUXURY OF EXPLORING IN AN ATMOSPHERE OF INTELLECTUAL FREEDOM. IT IS THE MISSION OF DESALES UNIVERSITY TO PROVIDE MEN AND WOMEN WITH QUALITY HIGHER EDUCATION ACCORDING TO THE PHILOSOPHY OF CHRISTIAN HUMANISM AS DEVELOPED BY SAINT FRANCIS DE SALES AND HIS SPIRITUAL HEIRS. THE UNIVERSITY IMPARTS KNOWLEDGE AND DEVELOPS TALENTS FOR PERSONAL, FAMILIAL, AND SOCIETAL LIVING. DESALES UNIVERSITY ENRICHES THE HUMAN COMMUNITY AND ENHANCES THE DIGNITY OF THE INDIVIDUAL THROUGH ITS EDUCATIONAL ENDEAVORS. IN ITS WORK, THE UNIVERSITY FOSTERS A VITAL AND RESPECTFUL DIALOGUE BETWEEN ROMAN CATHOLIC FAITH AND HUMAN CULTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $100,518,114 | ExpenseAmt |
| Grant | $33,256,982 | GrantAmt |
| Revenue | $97,565,816 | RevenueAmt |
| Desc | DESALES UNIVERSITY'S MAIN CAMPUS IS LOCATED IN CENTER VALLEY, PA ON 400+ ACRES APPROXIMATELY 50 MILES NORTH OF PHILADELPHIA, PA. THE UNIVERSITY CURRENTLY OPERATES TWO SATELLITE CAMPUSES LOCATED IN BETHLEHEM, PA AND LANSDALE, PA. THE UNIVERSITY OFFERS TRADITIONAL, ONLINE, AND HYBRID COURSES AND PROGRAMS AT THE UNDERGRADUATE AND GRADUATE LEVELS. DESALES UNIVERSITY IS ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION (MSCHE). SEVERAL PROGRAM-SPECIFIC ACCREDITATIONS ARE ALSO HELD BY THE UNIVERSITY INCLUDING THE ACCREDITATION COMMISSION FOR EDUCATION IN NURSING (ACEN), THE COMMISSION ON THE ACCREDITATION OF ALLIED HEALTH PROGRAMS (CAAHEP), THE ASSOCIATION OF COLLEGIATE BUSINESS SCHOOLS AND PROGRAMS (ACBSP), THE COMMISSION ON ACCREDITATION IN PHYSICAL THERAPY EDUCATION (CAPTE), AND CERTIFIED FINANCIAL PLANNER BOARD REGISTERED PROGRAMS. THE UNIVERSITY OFFERS OVER 40 BACHELOR'S DEGREES, 6 MASTER'S DEGREES, AND 2 DOCTORAL DEGREES. OVER 20 UNDERGRADUATE AND GRADUATE CERTIFICATE PROGRAMS ARE ALSO OFFERED. OVER 25 PROGRAMS ARE OFFERED VIA DISTANCE EDUCATION WITH 18% OF STUDENTS ENROLLED EXCLUSIVELY IN DISTANCE EDUCATION AND ANOTHER 7% ENROLLED IN AT LEAST ONE DISTANCE COURSE.DESALES UNIVERSITY ENROLLED 3,315 STUDENTS OF WHICH 2,345 WERE UNDERGRADUATE STUDENTS AND 970 WERE GRADUATE STUDENTS AT THE FALL 2017 CENSUS DATE. THE STUDENT-FACULTY RATIO AT DESALES UNIVERSITY IS 14:1, AND THE SCHOOL HAS 59% OF ITS CLASSES WITH FEWER THAN 20 STUDENTS. THE AVERAGE FRESHMAN RETENTION RATE, AN INDICATOR OF STUDENT SATISFACTION, IS 83%. WITHIN SIX YEARS, 71% OF FIRST-YEAR STUDENTS GRADUATE WITH A BACHELOR'S DEGREE. THE MOST POPULAR UNDERGRADUATE MAJORS AT DESALES UNIVERSITY INCLUDE NURSING, MEDICAL STUDIES, CRIMINAL JUSTICE, BIOLOGY, AND BUSINESS ADMINISTRATION. MORE THAN 95% OF UNDERGRADUATE, FULL-TIME TRADITIONAL STUDENTS RECEIVE SOME FORM OF FINANCIAL AID. | Desc |
| Total Program Service Expenses | $100,518,114 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4782 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2028 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J SNYDER VP FINANCE ADMI | PersonNm |
| Phone | 6102821100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 STATION AVENUE | AddressLine1Txt |
| City | CENTER VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18034 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| W DOUGLAS BROWN | ||||||||
| TRUSTEE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRANK D BOYER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA BARNAK BURKE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA A COLEMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS J FORD JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER A GRAY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JAMES J GREENFIELD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY J IACOCCA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDAN KENNEALEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KRISTEL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F MALLOY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GENE J MARINO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW W MARTINEZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FR DR STEPHEN MAVELY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FR KENNETH MCKENNA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT J MOFFIT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA MONTERO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV KEVIN M NADOLSKI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $38,116 | |||
| REV RONALD W OLSZEWSKI | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL W PESSINA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FR ALFRED SCHLERT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $5,550 | $0 | $0 | |||
| JOHN D STANLEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J STRACCIA III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH C TRINKLE JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FR ABRAHAM VETTUVELIL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENISE M VON FUNK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS V WHALEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR KAREN WALTON | ||||||||
| VP ACADEMIC AFFAIRS | 55.00 | Yes (X) | $212,618 | $0 | $37,330 | |||
| ROBERT SNYDER | ||||||||
| VP FINANCE & ADMIN | 53.00 | Yes (X) | $208,690 | $0 | $37,591 | 2.00 | ||
| THOMAS CAMPBELL | ||||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | 45.00 | Yes (X) | $181,432 | $0 | $33,209 | |||
| DR GERARD JOYCE | ||||||||
| INTERIM PRES. (7/1/17 - 12/1/17) | 50.00 | Yes (X) | $190,369 | $0 | $39,533 | |||
| MICHAEL SWEETANA | ||||||||
| DIRECTOR OF FINANCE & TREASURER | 54.00 | Yes (X) | $155,690 | $0 | $24,442 | 1.00 | ||
| PETER RAUTZHAN | ||||||||
| ASSOC VP ADMIN & PLANNING & SEC'Y | 45.00 | Yes (X) | $125,829 | $0 | $38,160 | |||
| DR ROBERT BLUMENSTEIN | ||||||||
| INT. VP ACAD. AFFAIRS (BEG. 1/18) | 50.00 | Yes (X) | $160,476 | $0 | $23,406 | |||
| LINDA ZERBE | ||||||||
| VP FOR STUDENT LIFE | 42.00 | Yes (X) | $116,759 | $0 | $11,871 | |||
| DR CHRISTOPHER COCOZZA | ||||||||
| CHAIR FOR DIVISION OF BUSINESS | 45.00 | $165,756 | $0 | $28,749 | Yes (X) | |||
| DR WAYNE STUART | ||||||||
| CHAIR FOR DIVISION OF HEALTHCARE | 45.00 | $148,204 | $0 | $30,902 | Yes (X) | |||
| DAVID GILFOIL | ||||||||
| MBA PROGRAM DIRECTOR | 50.00 | $163,471 | $0 | $30,732 | Yes (X) | |||
| MARC ALBANESE | ||||||||
| ASSOC VP CAMPUS ENVIRON/PT FACULTY | 45.00 | $149,429 | $0 | $30,250 | Yes (X) | |||
| JOHN BELL | ||||||||
| CHAIR, DIVISION OF PERFORMING ARTS | 45.00 | $147,473 | $0 | $15,110 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,131,746 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $419,401 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPUTER AID INC | |||||
| PO BOX 785526 | PHILADELPHIA | PA | 19178 | IT SERVICES | $1,226,319 |
| VALLEY BUILDERS | |||||
| PO BOX 189 | EMMAUS | PA | 18049 | CONSTRUCTION | $1,087,423 |
| OBLATES OF ST FRANCIS DESALES | |||||
| 200 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | MANAGEMENT & INSTR. | $927,829 |
| GODSHALL'S LANDSCAPING & HYDROSEEDING | |||||
| 1470 MACK BOULEVARD | ALLENTOWN | PA | 18103 | LANDSCAPING SERVICES | $686,754 |
| MORGAN STANLEY | |||||
| 74 W BROAD STREET | BETHLEHEM | PA | 18018 | FINANCIAL SERVICES | $470,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $373,964 | FundraisingAmt |
| Government Grants | $4,277,087 | GovernmentGrantsAmt |
| All Other Contributions | $3,956,726 | AllOtherContributionsAmt |
| Noncash Contributions | $61,889 | NoncashContributionsAmt |
| Total Contributions | $8,607,777 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HIGHER EDUCATION PROGRAM SERVICES | Desc |
| Business | 611310 | BusinessCd |
| Total Revenue Column | $97,565,816 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,565,816 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $97,565,816 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,471,290 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $91 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,471,199 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $207,831 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $254,607 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$46,776 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,776 | TotalRevenueColumnAmt |
| Exclusion | -$46,776 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,361,848 | SecuritiesAmt |
| Other | $27,900 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,566,864 | SecuritiesAmt |
| Other | $15,479 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,794,984 | SecuritiesAmt |
| Other | $12,421 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,807,405 | TotalRevenueColumnAmt |
| Exclusion | $2,807,405 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $122,830 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $373,964 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $182,000 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$59,170 | TotalRevenueColumnAmt |
| Exclusion | -$59,170 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| AUXILIARY SERVICES AND OTHER | 721000 | $1,197,306 | $1,197,306 | |
| BOOKSTORE COMMISSIONS | 721000 | $132,298 | $132,298 | |
| VENDING REVENUE | 721000 | $13,143 | $13,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,342,747 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,689,089 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,565,816 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,197,397 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,318,099 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,000 | TotalAmt |
| Program Services | $46,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,163,782 | TotalAmt |
| Program Services | $33,163,782 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,200 | TotalAmt |
| Program Services | $47,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,417,321 | TotalAmt |
| Program Services | $472,443 | ProgramServicesAmt |
| Management And General | $755,781 | ManagementAndGeneralAmt |
| Fundraising | $189,097 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,155,176 | TotalAmt |
| Program Services | $25,042,263 | ProgramServicesAmt |
| Management And General | $962,759 | ManagementAndGeneralAmt |
| Fundraising | $1,150,154 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,036,206 | TotalAmt |
| Program Services | $1,824,485 | ProgramServicesAmt |
| Management And General | $118,991 | ManagementAndGeneralAmt |
| Fundraising | $92,730 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,807,661 | TotalAmt |
| Program Services | $5,199,149 | ProgramServicesAmt |
| Management And General | $344,029 | ManagementAndGeneralAmt |
| Fundraising | $264,483 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,066,841 | TotalAmt |
| Program Services | $1,851,934 | ProgramServicesAmt |
| Management And General | $120,782 | ManagementAndGeneralAmt |
| Fundraising | $94,125 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,925 | TotalAmt |
| Management And General | $81,925 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,423 | TotalAmt |
| Management And General | $87,423 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Management And General | $12,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,544 | TotalAmt |
| Management And General | $429,544 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,082 | TotalAmt |
| Program Services | $684,321 | ProgramServicesAmt |
| Management And General | $358,261 | ManagementAndGeneralAmt |
| Fundraising | $17,500 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,481,133 | TotalAmt |
| Program Services | $1,477,804 | ProgramServicesAmt |
| Management And General | $3,329 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,269,534 | TotalAmt |
| Program Services | $4,772,063 | ProgramServicesAmt |
| Management And General | $133,648 | ManagementAndGeneralAmt |
| Fundraising | $363,823 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,809,395 | TotalAmt |
| Program Services | $2,767,122 | ProgramServicesAmt |
| Fundraising | $42,273 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,728,931 | TotalAmt |
| Program Services | $3,728,931 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,598 | TotalAmt |
| Program Services | $900,368 | ProgramServicesAmt |
| Management And General | $26,160 | ManagementAndGeneralAmt |
| Fundraising | $37,070 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,779 | TotalAmt |
| Program Services | $442,940 | ProgramServicesAmt |
| Management And General | $327,515 | ManagementAndGeneralAmt |
| Fundraising | $63,324 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331,899 | TotalAmt |
| Program Services | $1,331,899 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,206,737 | TotalAmt |
| Program Services | $7,206,737 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,943 | TotalAmt |
| Program Services | $830,943 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FOOD SERVICE | $5,812,940 | $5,812,940 | ||
| INSTRUCTIONAL EXPENSES | $1,130,194 | $1,084,255 | $45,939 | |
| EQUIPMENT & MAINTENANCE | $944,602 | $929,762 | $7,499 | $7,341 |
| STUDENT ASSOCIATION | $493,852 | $493,852 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,206 | TotalAmt |
| Program Services | $406,921 | ProgramServicesAmt |
| Management And General | $116,677 | ManagementAndGeneralAmt |
| Fundraising | $20,608 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,793,404 | TotalAmt |
| Program Services | $100,518,114 | ProgramServicesAmt |
| Management And General | $3,886,665 | ManagementAndGeneralAmt |
| Fundraising | $2,388,625 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,390 | BOYAmt |
| EOY | $7,890 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,755,409 | BOYAmt |
| EOY | $12,236,720 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329,940 | BOYAmt |
| EOY | $2,249,652 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,732,554 | BOYAmt |
| EOY | $2,979,682 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,361,685 | BOYAmt |
| EOY | $2,957,053 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,242 | BOYAmt |
| EOY | $1,018,770 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $222,868,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,997,193 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,055,566 | BOYAmt |
| EOY | $124,870,942 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,673,099 | BOYAmt |
| EOY | $72,755,330 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,922,348 | BOYAmt |
| EOY | $11,583,119 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,796,143 | BOYAmt |
| EOY | $1,794,320 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,645,376 | BOYAmt |
| EOY | $232,453,478 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,446,152 | BOYAmt |
| EOY | $6,831,850 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,227,115 | BOYAmt |
| EOY | $8,523,059 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,210,000 | BOYAmt |
| EOY | $54,639,409 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,866,726 | BOYAmt |
| EOY | $5,148,874 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,890,651 | BOYAmt |
| EOY | $721,089 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,690,501 | BOYAmt |
| EOY | $1,643,919 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,331,145 | BOYAmt |
| EOY | $77,508,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,916,211 | BOYAmt |
| EOY | $120,168,734 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,569,774 | BOYAmt |
| EOY | $13,595,083 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,828,246 | BOYAmt |
| EOY | $21,181,461 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,314,231 | BOYAmt |
| EOY | $154,945,278 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,645,376 | BOYAmt |
| EOY | $232,453,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,895,685 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,845,987 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$110,625 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,500 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $107,035,511 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $107,048,011 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $21,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $12,800 | CurrentYearMinus1Amt |
| Current Year | $12,500 | CurrentYearAmt |
| Total | $46,300 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $1,678,417 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,071,437 | BeginningYearBalanceAmt |
| Contributions | $1,898,825 | ContributionsAmt |
| Investment Earnings Or Losses | $6,421,279 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,054,107 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,961 | OtherExpendituresAmt |
| Administrative Expenses | $429,544 | AdministrativeExpensesAmt |
| End Year Balance | $73,874,929 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,497,153 | BeginningYearBalanceAmt |
| Contributions | $3,243,836 | ContributionsAmt |
| Investment Earnings Or Losses | $8,759,365 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,951,770 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,794 | OtherExpendituresAmt |
| Administrative Expenses | $447,353 | AdministrativeExpensesAmt |
| End Year Balance | $68,071,437 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,377,246 | BeginningYearBalanceAmt |
| Contributions | $2,414,318 | ContributionsAmt |
| Investment Earnings Or Losses | $2,178,932 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,128,791 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$50,040 | OtherExpendituresAmt |
| Administrative Expenses | $394,592 | AdministrativeExpensesAmt |
| End Year Balance | $58,497,153 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,267,186 | BeginningYearBalanceAmt |
| Contributions | $2,461,353 | ContributionsAmt |
| Investment Earnings Or Losses | $743,608 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,755,791 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,864 | OtherExpendituresAmt |
| Administrative Expenses | $309,246 | AdministrativeExpensesAmt |
| End Year Balance | $56,377,246 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,489,348 | BeginningYearBalanceAmt |
| Contributions | $3,791,264 | ContributionsAmt |
| Investment Earnings Or Losses | $6,000,473 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,646,941 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,098 | OtherExpendituresAmt |
| Administrative Expenses | $355,860 | AdministrativeExpensesAmt |
| End Year Balance | $55,267,186 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.54000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,279,698 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,326,612 | OtherCostOrOtherBasisAmt |
| Book Value | $6,606,310 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $141,967,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,994,404 | DepreciationAmt |
| Book Value | $92,973,173 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,775,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,017,580 | DepreciationAmt |
| Book Value | $7,758,003 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,518,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,985,209 | DepreciationAmt |
| Book Value | $17,533,456 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $124,870,942 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE GOV'T LOAN FUNDS | $1,462,395 |
| LIABILITIES UNDER SPLIT INTEREST AGREEMENTS | $87,274 |
| NET UNAMORTIZED DEBT PREMIUM | $94,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,643,919 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $80,976,628 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,845,987 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$33,813,055 | OtherRevenueAmt |
| Revenue Not Reported | -$30,967,068 | RevenueNotReportedAmt |
| Revenue Subtotal | $111,943,696 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$254,607 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$254,607 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $111,689,089 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $73,407,485 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $254,607 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $254,607 | ExpensesNotReportedAmt |
| Expenses Subtotal | $73,152,878 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $33,640,526 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $33,640,526 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $106,793,404 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | PAINTINGS AND SCULPTURES ARE MAINTAINED AND USED BY THE THEATRE AND ARTS PROGRAMS FOR CLASS INSTRUCTIONAL PURPOSES. |
| PART IV, LINE 2B: | FUNDS FROM THE UNIVERSITY'S SUBSIDIARY ARE HELD AND INVESTED WITH THE UNIVERSITY'S ENDOWMENT FUNDS. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT FUNDS CONSIST OF VARIOUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES SUCH AS STUDENT SCHOLARSHIPS AND OPERATING PROGRAM SUPPORT. |
| PART X, LINE 2: | THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2018 AND 2017. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -110,625. SUBSIDIARY OPERATIONS -61,904. INVESTMENT FEES -429,544. SCHOLARSHIP ALLOWANCES -33,210,982. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -254,607. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 254,607. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIP ALLOWANCES 33,210,982. INVESTMENT FEES 429,544. |
| SCHEDULE D, PART XI, LINE 4B: | INCLUDE ADJUSTMENTS FOR PELL AND PHEAA GRANTS WHICH ARE EXCLUDED FROM REVENUE UNDER FINANCIAL ACCOUNTING STANDARDS AND THE ADDITION OF SCHOLARSHIP ALLOWANCES WHICH ARE REPORTED AS NET REVENUE FOR THE AUDITED FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XII, LINE 4B: | INCLUDES ADJUSTMENTS FOR PELL AND PHEAA GRANTS WHICH ARE EXCLUDED FROM REVENUE UNDER FINANCIAL ACCOUNTING STANDARDS AND ADDED BACK SCHOLARSHIP ALLOWANCES WHICH ARE REPORTED AS NET REVENUE FOR THE AUDITED FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 6 | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY RECEIVED THE FOLLOWING FEDERAL AND STATE FINANCIAL AID ASSISTANCE FOR STUDENTS: FEDERAL PELL GRANTS, FEDERAL WORK STUDY PROGRAM, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL PERKINS LOANS, FEDERAL DIRECT STUDENT LOANS, PHEAA STATE GRANTS, PENNSYLVANIA INSTITUTIONAL ASSISTANCE GRANT, U.S DEPARTMENT OF HEALTH & HUMAN SERVICES NURSING STUDENT LOANS, AND NURSE FACULTY LOAN PROGRAMS. THE UNIVERSITY HAS NEITHER HAD FEDERAL NOR STATE FUNDS REVOKED OR SUSPENDED. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | HEDGE FUND | $4,223,751 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD | $119,092 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | COURSE-TRIPS | $26,851 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | COURSE-TRIPS | $25,182 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | COURSE-TRIPS | $11,673 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | STUDENT EXPERIENCES | $56,167 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDENT EXPERIENCES | $10,436 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDENT EXPERIENCES | $29,701 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD DEVELOPMENT & ASSESSMENT | $33,269 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD DEVELOPMENT & ASSESSMENT | $7,848 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD DEVELOPMENT & ASSESSMENT | $4,349 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STUDY ABROAD DEVELOPMENT & ASSESSMENT | $9,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,502,853 | SubtotalSpentAmt |
| Continuation Spent | $54,514 | ContinuationSpentAmt |
| Total Spent | $4,557,367 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| TUITION DISCOUNT | EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | $17,000 | CREDIT TUITION |
| TUITION DISCOUNT | NORTH AMERICA | 1 | $30,200 | CREDIT TUITION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | THE UNIVERSITY IS REPORTING FINANCIAL AID AWARDED TO STUDENTS WITH A FOREIGN ADDRESS AT THE TIME AID WAS AWARDED. THE STUDENT RESIDED AT THE UNIVERSITY WHILE THEY WERE ENROLLED IN CLASSES AND WERE AWARDED FINANCIAL AID. |
| SCHEDULE F, PART I, LINE 3 | THE UNIVERSITY HAS INTEREST IN HEDGE FUNDS IN THE CARIBBEAN. THE MARKET VALUE OF THE INVESTMENT IN THE HEDGE FUND ARE BEING REPORTED. THE UNIVERSITY HAS A STUDY ABROAD PROGRAM IN ITALY FOR STUDENTS OF THE UNIVERSITY. THE UNIVERSITY ALSO HAS SUMMER STUDY ABROAD PROGRAMS AND OFFERS CERTAIN COURSES THAT CONCLUDE WITH AN OPTION TO TRAVEL ABROAD FOR SEVERAL DAYS. |
| SCHEDULE F, PART IV, LINE 5 | THE UNIVERSITY HAS LESS THAN A 10% INTEREST IN FOREIGN HEDGE FUNDS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER DANCE | Event1Nm |
| Gross Receipts Event1 | $284,244 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $230,694 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $53,550 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $25,923 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $41,606 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,150 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,428 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $164,315 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $136,480 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $27,835 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $431 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $700 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $14,179 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $19,874 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $16,403 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $27,548 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,790 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $20,758 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $9,208 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $9,360 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,738 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $476,107 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $373,964 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $102,143 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $431 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,623 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $64,993 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $37,384 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,569 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $182,000 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$79,857 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| PENNSYLVANIA SHAKESPEARE FESTIVAL | |||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | 232655972 | 501(C)(3) | $20,000 | GALA SPONSOR |
| NATIVITY PREPARATORY SCHOOL | |||||||
| 1515 LINDEN STREET | WILMINGTON | DE | 19805 | 223884703 | 501(C)(3) | $10,000 | GALA SPONSOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UNIVERSITY SCHOLARSHIPS | 1759 | $28,504,165 |
| FEDERAL AND STATE ASSISTANCE | 915 | $4,659,617 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE AWARDED ON THE BASIS OF ACADEMIC ACHIEVEMENT AND DONOR RESIDENCE WHILE GRANTS ARE AWARDED ON THE BASIS OF FINANCIAL NEED, ACADEMIC ACHIEVEMENT, AND STANDARDS AS DESIGNATED BY THE U.S. DEPARTMENT OF EDUCATION. CONTRIBUTIONS TO OTHER ORGANIZATIONS ARE ONLY PROVIDED TO KNOWN NON-PROFITS. THE ORGANIZATION SUPPPORTS ITS RELATED ORGANIZATIONS AND LOCAL CHARITIES AND DOES NOT MONITOR THE FUNDS AFTER THEY ARE DISBURSED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR KAREN WALTON | ||||||||||||||
| VP ACADEMIC AFFAIRS | $212,618 | $0 | $0 | $0 | $0 | $0 | $21,055 | $0 | $16,275 | $0 | $249,948 | $0 | $0 | $0 |
| ROBERT SNYDER | ||||||||||||||
| VP FINANCE & ADMIN | $208,690 | $0 | $0 | $0 | $0 | $0 | $21,107 | $0 | $16,484 | $0 | $246,281 | $0 | $0 | $0 |
| THOMAS CAMPBELL | ||||||||||||||
| VP FOR INSTITUTIONAL ADVANCEMENT | $181,432 | $0 | $0 | $0 | $0 | $0 | $18,534 | $0 | $14,675 | $0 | $214,641 | $0 | $0 | $0 |
| DR GERARD JOYCE | ||||||||||||||
| INTERIM PRES. (7/1/17 - 12/1/17) | $190,369 | $0 | $0 | $0 | $0 | $0 | $18,677 | $0 | $20,856 | $0 | $229,902 | $0 | $0 | $0 |
| MICHAEL SWEETANA | ||||||||||||||
| DIRECTOR OF FINANCE & TREASURER | $155,690 | $0 | $0 | $0 | $0 | $0 | $15,654 | $0 | $8,788 | $0 | $180,132 | $0 | $0 | $0 |
| PETER RAUTZHAN | ||||||||||||||
| ASSOC VP ADMIN & PLANNING & SEC'Y | $125,829 | $0 | $0 | $0 | $0 | $0 | $13,164 | $0 | $24,996 | $0 | $163,989 | $0 | $0 | $0 |
| DR ROBERT BLUMENSTEIN | ||||||||||||||
| INT. VP ACAD. AFFAIRS (BEG. 1/18) | $160,476 | $0 | $0 | $0 | $0 | $0 | $14,603 | $0 | $8,803 | $0 | $183,882 | $0 | $0 | $0 |
| DR CHRISTOPHER COCOZZA | ||||||||||||||
| CHAIR FOR DIVISION OF BUSINESS | $165,756 | $0 | $0 | $0 | $0 | $0 | $14,902 | $0 | $13,847 | $0 | $194,505 | $0 | $0 | $0 |
| DR WAYNE STUART | ||||||||||||||
| CHAIR FOR DIVISION OF HEALTHCARE | $148,204 | $0 | $0 | $0 | $0 | $0 | $14,956 | $0 | $15,946 | $0 | $179,106 | $0 | $0 | $0 |
| DAVID GILFOIL | ||||||||||||||
| MBA PROGRAM DIRECTOR | $163,471 | $0 | $0 | $0 | $0 | $0 | $14,710 | $0 | $16,022 | $0 | $194,203 | $0 | $0 | $0 |
| MARC ALBANESE | ||||||||||||||
| ASSOC VP CAMPUS ENVIRON/PT FACULTY | $149,429 | $0 | $0 | $0 | $0 | $0 | $14,295 | $0 | $15,955 | $0 | $179,679 | $0 | $0 | $0 |
| JOHN BELL | ||||||||||||||
| CHAIR, DIVISION OF PERFORMING ARTS | $147,473 | $0 | $0 | $0 | $0 | $0 | $14,314 | $0 | $796 | $0 | $162,583 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | A SOCIAL CLUB MEMBERSHIP IS PAID BY THE UNIVERSITY FOR THE PRESIDENT TO CONDUCT UNIVERSITY BUSINESS. THE VICE-PRESIDENT OF INSTITUTIONAL ADVANCEMENT'S SOCIAL CLUB MEMBERSHIP IS PARTIALLY PAID BY THE UNIVERSITY IN ORDER TO CONDUCT UNIVERSITY BUSINESS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| THE WASHINGTON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| A | 232729453 | 2017-11-16 | $10,000,000 | CONSTRUCTION OF RESIDENCE, PROPERTY PURCHASE & CAMPUS IMPROVEMENTS | 0 | 0 | 0 |
| THE WASHINGTON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| B | 232729453 | 2015-11-19 | $10,000,000 | CONSTRUCTION OF ATHLETIC FIELDS AND ELECTRICAL BUILDING | 0 | 0 | 0 |
| THE WASHINGTON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| C | 232729453 | 2013-12-19 | $10,000,000 | CONSTRUCTION OF RESIDENCE UNITS | 0 | 0 | 0 |
| LEHIGH COUNTY GENERAL PURPOSE AUTHORITY | |||||||
| D | 911886539 | 2010-12-22 | $20,050,000 | RETIRED BOND AND CONSTRUCT ACADEMIC BUILDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Substantial CompletionSubstantialCompletionYr | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,000,000 | $92,681 | $6,552,319 | $3,355,000 | 0 | 0 | 0 | Yes (1) | |||
| B | $10,000,000 | $95,329 | $9,904,671 | 0 | 0 | Yes (1) | Yes (1) | $280,000 | 2016 | ||
| C | $10,000,000 | $118,138 | $9,881,862 | 0 | 0 | Yes (1) | Yes (1) | $1,130,000 | 2014 | ||
| D | $20,050,000 | $187,258 | $8,513,878 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $6,185,000 | 2013 | $11,785,545 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| THE WASHINGTON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| A | 232729453 | 2007-11-07 | $10,000,000 | CONSTRUCTION OF RESIDENCE HALL | 0 | 0 | 0 |
| UPPER SAUCON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| B | 236000547 | 2005-12-01 | $9,609,549 | PARTIAL REFUNDING OF SERIES 1999A BONDS DATED AS OF 3/15/1999 | 0 | 0 | 0 |
| UPPER SAUCON TOWNSHIP MUNICIPAL AUTHORITY | |||||||
| C | 236000547 | 2004-10-29 | $6,300,000 | CONSTRUCTION OF RESIDENCE HALL | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,445,000 | $10,000,000 | $98,275 | $9,901,725 | 2009 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $5,754,549 | $9,609,549 | $73,130 | 2005 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $11,150 | $9,844,638 | |
| C | $3,480,000 | $6,300,000 | $100,000 | $6,200,000 | 2004 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FR JAMES J GREENFIELD | |||
| TRUSTEE THROUGH 12/31/17, PRESIDENT STARTING 1/1/18 | $1,075,753 | REV. GREENFIELD WAS THE PROVINCIAL OF THE OBLATES OF ST. FRANCIS DE SALES THROUGH 12/31/17; THE UNIVERSITY CONTRACTS WITH THE OBLATES TO PROVIDE SEVERAL FACULTY AND ADMINISTATIVE POSITIONS. | 0 |
| RACHAEL COLEMAN | |||
| DAUGHTER OF TRUSTEE | $34,149 | RACHAEL COLEMAN IS A RELATIVE OF TERESA COLEMAN AND IS COMPENSATED BY DESALES UNIVERSITY AS AN EMPLOYEE. TERESA COLEMAN DOES NOT SUPERVISE RACHAEL COLEMAN NOR DOES SHE PARTICIPATE IN DICUSSIONS ON RACHAEL COLEMAN'S COMPENSATION. | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,260 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,852 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 3 | $7,090 | COMPARABLE SALES |
| Yes (X) | AUCTION - TICKETS | 20 | $5,244 | COMPARABLE SALES |
| Yes (X) | AUCTION - OTHER | 21 | $4,618 | COMPARABLE SALES |
| Yes (X) | AUCTION - TRAVEL | 2 | $2,825 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FATHER MORRISSEY IS THE GENERAL TREASURER OF THE OBLATES OF SAINT FRANCIS OF DE SALES (OBLATES). THE UNIVERSITY CONTRACTS WITH THE OBLATES TO PROVIDE SEVERAL FACULTY AND ADMINISTRATORS, INCLUDING PROFESSIONAL SERVICES FOR THE PRESIDENT OF THE UNIVERSITY. V. REV JAMES GREENFIELD WAS THE PROVINCIAL OF THE OBLATES OF ST. FRANCIS DE SALES UNTIL BECOMING THE PRESIDENT OF DESALES UNIVERSITY THIS PAST FISCAL YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11B | FINANCE PERSONNEL PERFORM AN INITIAL REVIEW OF THE FORM 990. ONCE THEY ARE SATISFIED, THE AUDIT COMMITTEE, A BOARD SUB-COMMITTEE, REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS SUBMISSION. THE FORM 990 IS THEN MADE AVAILABLE TO THE FULL BOARD AFTER APPROVAL BY THE AUDIT COMMITTEE AND PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, TRUSTEES AND EMPLOYEES WITH PURCHASING, FINANCIAL AND BUDGETARY RESPONSIBILITIES RECEIVE THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE ASKED TO ACKNOWLEDGE RECEIPT AND COMPLIANCE WITH THE POLICY BY SIGNING THE DOCUMENT AND DISCLOSING CONFLICTS. THE POLICY EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AS HAVING POTENTIAL AS SOURCES OF CONFLICTS. IF CONFLICTS ARISE AND CANNOT BE QUICKLY RESOLVED, THE UNIVERSITY'S SECRETARY WILL INFORM THE AUDIT COMMITTEE. THE AUDIT COMMITTEE INFORMS THE BOARD OF TRUSTEES WHO WILL DECIDE WHAT ACTION TO TAKE. THE BOARD WILL ANALYZE THE MATERIAL FACTS AND WILL DOCUMENT ALL DECISIONS REGARDING CONFLICTS IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR FISCAL YEAR 2018, THE GOVERNANCE COMMITTEE OF THE BOARD REVIEWED AND APPROVED THE PRESIDENT'S AND VICE PRESIDENTS' SALARIES. IN GENERAL, SALARIES ARE COMPARED TO RELEVANT INDUSTRY BENCHMARKS TO ENSURE COMPENSATION REMAINS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. NOTE THE COMPENSATION AMOUNT FOR THE PRESIDENT OF THE UNIVERSITY IS PAID TO THE OBLATES OF SAINT FRANCIS DE SALES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED ON AN AS-NEEDED BASIS AND THEIR RELEASE IS DEPENDENT UPON THE PARTICULAR REQUEST. THE DISCLOSURE OF THESE DOCUMENTS IS NOT REQUIRED UNDER PENNSYLVANIA NON-PROFIT LAW. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -110,625. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA SHAKESPEARE FESTIVAL | ||||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | 232655672 | PROFESIONAL THEATRE COMPANY | PA | 501(C)(3) | LINE 12B, II | NA | 0 |
| FORUM FOR ETHICS IN THE WORKPLACE | ||||||||||
| 2755 STATION AVENUE | CENTER VALLEY | PA | 18034 | 251893421 | ETHICS DISCUSSIONS | PA | 501(C)(3) | LINE 12A, I | NA | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |