CORPORATION OF HAVERFORD COLLEGE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CORPORATION OF HAVERFORD COLLEGE (EIN 23-6002304)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201801349349308385
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T12:52:01-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CliftonLarsonAllen LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N Glebe Road | AddressLine1Txt |
| Address Line2 | Suite 200 | AddressLine2Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236002304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATION OF HAVERFORD COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORP | BusinessNameControlTxt |
| Phone | 6108961249 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 Lancaster Avenue | AddressLine1Txt |
| City | Haverford | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190411392 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mitchell L Wein | PersonNm |
| Person Title | SVP for Administration and Finance | PersonTitleTxt |
| Phone | 6108961249 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Trimner | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.194.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVERFORD COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kim Benston President | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 Lancaster Avenue | AddressLine1Txt |
| City | Haverford | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190411392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $179,262,374 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.haverford.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1833 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Higher Education. Haverford College is committed to providing a liberal arts education in the broadest sense. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 2233 | TotalEmployeeCnt |
| Total Volunteers | 1656 | TotalVolunteersCnt |
| Total Gross UBI | $450,282 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,941,484 | PYContributionsGrantsAmt |
| CY Contributions Grants | $30,401,725 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $84,300,050 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $89,642,238 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,826,680 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,791,660 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,830 | PYOtherRevenueAmt |
| CY Other Revenue | -$103,266 | CYOtherRevenueAmt |
| PY Total Revenue | $125,084,044 | PYTotalRevenueAmt |
| CY Total Revenue | $144,732,357 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,525,440 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,707,574 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $56,006,004 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $58,179,666 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $27,889 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $9,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,908,092 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,432,545 | PYOtherExpensesAmt |
| CY Other Expenses | $47,894,428 | CYOtherExpensesAmt |
| PY Total Expenses | $122,991,878 | PYTotalExpensesAmt |
| CY Total Expenses | $134,790,668 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,092,166 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,941,689 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $656,751,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $736,355,748 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $150,354,722 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181,631,279 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $506,396,446 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $554,724,469 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Haverford College is committed to providing a liberal arts education in the broadest sense. This education, based on a rich academic curriculum at its core, is distinguished by a commitment to excellence and a concern for individual growth. Haverford has chosen to remain small and to foster a close student/faculty relationship to achieve these objectives. The College's rigorous academic program is flexible in form and content to meet the needs of individual students, and rests on the assumption that the able students who come here will use their capabilities fully. Haverford's faculty is noted for its strength in both scholarship and teaching, and its members expect to transmit to students their enthusiasm and high standards. The faculty members are teaching at an undergraduate college of arts and sciences by choice, and they expect to learn, as well as to teach, in this close relationship with undergraduates. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $77,667,512 | ExpenseAmt |
| Grant | $28,707,574 | GrantAmt |
| Revenue | $66,682,161 | RevenueAmt |
| Desc | The College's academic related expenditures include instruction (undergraduate liberal arts), academic support, financial aid and research expenditures. These expenses supported 1347 student FTE and 159.9 faculty FTE. The College conferred 294 degrees in 16/17. The majority of research awards are in the natural sciences. Federal funds supported 24 grants, and private foundation funds supported an additional 18 grants. The College supported the balance. In addition to these instruction and research related expenses, the College spent funds on financial aid. Haverford College grants totaling $27,992,906 were awarded to 639 students. FSEOG grants totaling $144,855 were received by 73 students; and minor grants totaling $11,600 were also received by 26 Haverford students. Internship awards totaling $558,213 were awarded to 179 students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,717,797 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $326,078 | RevenueAmt |
| Desc | Student Services - Dean, Registrar, Counseling, Career Development, Health Services, Athletics, Disability Services, Security and miscellaneous services. While these offices support student health, development and well-being in different ways, they all share an approach that is based on respect for students choices and a fundamental commitment to the importance of education in the decision-making process. The staff of these offices are committed to helping students achieve their potential both as individuals and as members of a community. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,933,520 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,633,999 | RevenueAmt |
| Desc | Auxiliary Enterprises (dorms, dining center, faculty housing, conference program) Haverford College is a residential institution where most of the student body live on campus and actively participates in campus life. The dorms housed an average of 1,260 students; an average of 946 were on the meal plan. The College provided 69 spaces for rent to the faculty to foster educational interaction with students. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $109,318,829 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1919 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2233 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mitchell L Wein | PersonNm |
| Phone | 6108961223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 Lancaster Avenue | AddressLine1Txt |
| City | Haverford | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190411392 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Allan Rick White III | |||||||||
| Board of Managers, Chair | 2 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Garry W Jenkins | |||||||||
| Board of Managers, Vice Chair | 2 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mark Anderson | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Charles G Beever | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Steve Begleiter | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Seth P Bernstein | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James L Boyer | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Amy Taylor Brooks | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Anjan K Chatterjee | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ginny Christensen | |||||||||
| Board of Managers, Secretary of the Corporation | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Wood Evans | |||||||||
| Board of Managers, Clerk of the Corporation | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher T Gant | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Bruce D Gorchow | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Claudia Hammerman | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sidney N Herman | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Roger B Kafker | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Michael B Kim | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ted W Love | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William J Marsden Jr | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer Perkins | |||||||||
| Board of Managers, Assist Clerk of Corporation | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ann V Satterthwaite | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Norval Reece | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Henry Richotte | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Shelia K Sachs | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Shibu Shubulal | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John R Taylor | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sarah Willie-LeBreton | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Wolfson | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Zoidis | |||||||||
| Board of Managers | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kimberly Benston | |||||||||
| President | 60 | 0 | Yes (X) | Yes (X) | $490,328 | $0 | $129,294 | ||
| Frances Rose M Blase | |||||||||
| Provost | 60 | 0 | Yes (X) | $192,883 | $0 | $25,996 | |||
| Michael H Casel | |||||||||
| Chief Investment Officer, Asst. Treasurer | 60 | 0 | Yes (X) | $267,226 | $0 | $60,927 | |||
| Martha Denney | |||||||||
| Dean of College | 60 | 0 | Yes (X) | $172,719 | $0 | $56,934 | |||
| Ann Figueredo | |||||||||
| VP for Institutional Advancement, Asst Secretary | 60 | 0 | Yes (X) | $258,205 | $0 | $35,123 | |||
| Mitchell L Wein | |||||||||
| SVP for Administration & Finance, Treasurer | 60 | 0 | Yes (X) | $360,322 | $0 | $88,974 | |||
| Deb Fullam | |||||||||
| AVP and Controller, Asst. Treasurer | 60 | 0 | Yes (X) | $149,625 | $0 | $20,159 | |||
| Jesse Lytle | |||||||||
| Vice President & Chief of Staff, Asst. Secretary | 60 | Yes (X) | $149,895 | $0 | $47,926 | ||||
| Jess M Lord | |||||||||
| VP and Dean of Admissions & Financial Aid | 60 | 0 | $199,441 | $0 | $48,771 | Yes (X) | |||
| Megan Fitch | |||||||||
| CIO | 60 | 0 | $190,004 | $0 | $34,142 | Yes (X) | |||
| Ashok Gangadean | |||||||||
| Professor | 60 | 0 | $172,109 | $0 | $41,169 | Yes (X) | |||
| Linda Gerstein | |||||||||
| Professor | 60 | 0 | $178,928 | $0 | $33,209 | Yes (X) | |||
| Curtis Greene | |||||||||
| Professor | 60 | 0 | $202,324 | $0 | $33,175 | Yes (X) | |||
| Richard Freedman | |||||||||
| Assoc Provost & Whitehead Prof of Music | 60 | 0 | $171,167 | $0 | $46,624 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,155,176 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $702,423 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 90 | 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 | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Cascades Construction | ||||||
| 2101 Penrose Ave | Philadelphia | PA | 19145 | Construction | $7,639,736 | |
| Whiting Turner Contracting Co | ||||||
| 1720 Spillman Drive | Bethlehem | PA | 18105 | Construction | $3,327,404 | Suite 180 |
| Meyer Scherer & Rockcastle NA | ||||||
| 4328 Farragut St | Hyattsville | MD | 20781 | Architectural Services | $964,472 | |
| EYP Architecture & Engineering | ||||||
| Nanofab East | Albany | NY | 12203 | Architect | $776,965 | 201 Fuller Rd 5th Floor |
| Sierra-Cedar Inc | ||||||
| 1255 Aledrman Dr | Alpharetta | GA | 30005 | IT Consultants | $549,793 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $1,333,370 | GovernmentGrantsAmt |
| All Other Contributions | $29,068,355 | AllOtherContributionsAmt |
| Noncash Contributions | $7,003,914 | NoncashContributionsAmt |
| Total Contributions | $30,401,725 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | $67,008,239 | $67,008,239 | $0 | $0 |
| Auxillary Ent- Dormitories/HCA | 900099 | $11,350,852 | $11,113,337 | $0 | $237,515 |
| Auxillary Ent- Dining Center | 900099 | $8,220,055 | $6,446,869 | $0 | $1,773,186 |
| Aux Enterprises- Rentals (Summer) | 900099 | $1,639,410 | $0 | $266,395 | $1,373,015 |
| Aux Enterprises- College Housing | 900099 | $859,010 | $859,010 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $564,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $472,593 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $92,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $89,642,238 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,553,319 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $183,887 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,369,432 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,073 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,073 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,962 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $51,962 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,962 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,962 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,307,285 | SecuritiesAmt |
| Other | $12,367,226 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,460,243 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,847,042 | SecuritiesAmt |
| Other | $12,367,226 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,214,268 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,214,268 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $909,892 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,069,774 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$159,882 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$159,882 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,654 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,654 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,732,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,900,048 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $450,282 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,980,302 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,707,250 | TotalAmt |
| Program Services | $27,707,250 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,324 | TotalAmt |
| Program Services | $1,000,324 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,567,653 | TotalAmt |
| Program Services | $1,058,731 | ProgramServicesAmt |
| Management And General | $1,127,568 | ManagementAndGeneralAmt |
| Fundraising | $381,354 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,684,468 | TotalAmt |
| Program Services | $29,303,581 | ProgramServicesAmt |
| Management And General | $10,235,872 | ManagementAndGeneralAmt |
| Fundraising | $2,145,015 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,052,682 | TotalAmt |
| Program Services | $2,780,631 | ProgramServicesAmt |
| Management And General | $1,040,682 | ManagementAndGeneralAmt |
| Fundraising | $231,369 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,851,696 | TotalAmt |
| Program Services | $4,701,093 | ProgramServicesAmt |
| Management And General | $1,759,437 | ManagementAndGeneralAmt |
| Fundraising | $391,166 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,023,167 | TotalAmt |
| Program Services | $2,074,258 | ProgramServicesAmt |
| Management And General | $776,315 | ManagementAndGeneralAmt |
| Fundraising | $172,594 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,454 | TotalAmt |
| Program Services | $21,377 | ProgramServicesAmt |
| Management And General | $306,077 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,662 | TotalAmt |
| Management And General | $263,662 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,000 | TotalAmt |
| Fundraising | $9,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,352 | TotalAmt |
| Management And General | $1,184,352 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,676,307 | TotalAmt |
| Program Services | $3,378,625 | ProgramServicesAmt |
| Management And General | $2,121,241 | ManagementAndGeneralAmt |
| Fundraising | $176,441 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,892 | TotalAmt |
| Program Services | $43,249 | ProgramServicesAmt |
| Management And General | $5,643 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,132,531 | TotalAmt |
| Program Services | $1,779,811 | ProgramServicesAmt |
| Management And General | $1,166,968 | ManagementAndGeneralAmt |
| Fundraising | $185,752 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,153,873 | TotalAmt |
| Program Services | $952,522 | ProgramServicesAmt |
| Management And General | $1,116,307 | ManagementAndGeneralAmt |
| Fundraising | $85,044 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,209,946 | TotalAmt |
| Program Services | $1,569,582 | ProgramServicesAmt |
| Management And General | $1,640,364 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,848,163 | TotalAmt |
| Program Services | $1,521,592 | ProgramServicesAmt |
| Management And General | $118,563 | ManagementAndGeneralAmt |
| Fundraising | $208,008 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,234 | TotalAmt |
| Program Services | $113,149 | ProgramServicesAmt |
| Management And General | $37,109 | ManagementAndGeneralAmt |
| Fundraising | $14,976 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,990,420 | TotalAmt |
| Program Services | $4,908,688 | ProgramServicesAmt |
| Management And General | $789,665 | ManagementAndGeneralAmt |
| Fundraising | $292,067 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,862,630 | TotalAmt |
| Program Services | $7,438,876 | ProgramServicesAmt |
| Management And General | $309,340 | ManagementAndGeneralAmt |
| Fundraising | $114,414 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,283 | TotalAmt |
| Program Services | $373,946 | ProgramServicesAmt |
| Management And General | $247,337 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REALLOCATE FACILITIES AND SECURITY | $0 | $9,743,703 | -$10,122,380 | $378,677 |
| LOSS EXTINGUISHMENT DEBT | $6,076,558 | $0 | $6,076,558 | $0 |
| FOOD SERVICES | $3,799,161 | $3,348,350 | $358,018 | $92,793 |
| STUDY AWAY PROGRAMS | $1,747,751 | $1,747,751 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,786,211 | TotalAmt |
| Program Services | $3,751,740 | ProgramServicesAmt |
| Management And General | $5,049 | ManagementAndGeneralAmt |
| Fundraising | $29,422 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,790,668 | TotalAmt |
| Program Services | $109,318,829 | ProgramServicesAmt |
| Management And General | $20,563,747 | ManagementAndGeneralAmt |
| Fundraising | $4,908,092 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,240,257 | BOYAmt |
| EOY | $26,891,268 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,083,984 | BOYAmt |
| EOY | $13,551,925 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,384,183 | BOYAmt |
| EOY | $1,534,193 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,150 | BOYAmt |
| EOY | $271,230 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,441 | BOYAmt |
| EOY | $561,960 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,891,063 | BOYAmt |
| EOY | $1,109,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $293,312,166 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $134,204,697 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,998,831 | BOYAmt |
| EOY | $159,107,469 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,935,745 | BOYAmt |
| EOY | $192,511,726 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,806,915 | BOYAmt |
| EOY | $331,001,473 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,259,904 | BOYAmt |
| EOY | $915,993 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,000,695 | BOYAmt |
| EOY | $8,899,185 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,751,168 | BOYAmt |
| EOY | $736,355,748 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,299,533 | BOYAmt |
| EOY | $10,498,528 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,357,788 | BOYAmt |
| EOY | $3,624,838 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,800,399 | BOYAmt |
| EOY | $151,235,677 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,897,002 | BOYAmt |
| EOY | $16,272,236 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,354,722 | BOYAmt |
| EOY | $181,631,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,585,872 | BOYAmt |
| EOY | $142,173,933 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,471,157 | BOYAmt |
| EOY | $160,034,513 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,339,417 | BOYAmt |
| EOY | $252,516,023 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $506,396,446 | BOYAmt |
| EOY | $554,724,469 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,751,168 | BOYAmt |
| EOY | $736,355,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,941,689 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $34,288,199 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $4,098,135 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,840,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,780,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,967,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,941,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,401,725 | CurrentTaxYearAmt |
| Total | $145,931,394 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,840,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,780,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,967,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,941,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,401,725 | CurrentTaxYearAmt |
| Total | $145,931,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,846,368 | SubstantialContributorsTotAmt |
| Public Support Total170 | $122,085,026 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,426,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,180,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,515,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,048,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,355,359 | CurrentTaxYearAmt |
| Total | $39,525,879 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $310,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,312,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $90,366 | CurrentTaxYearAmt |
| Total | $2,713,686 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4,654 | CurrentTaxYearAmt |
| Total | $4,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $188,175,613 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $392,246,778 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64878 | PublicSupportCY170Pct |
| Public Support PY170 | 0.6248 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Miscellaneous Revenue 4,654 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $155,974 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $6,000 | RevenuesIncludedAmt |
| Assets Included | $4,703,720 | 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 |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $790,273 | BeginningBalanceAmt |
| Additions During Year | $805,491 | AdditionsDuringYearAmt |
| Distributions During Year | $790,273 | DistributionsDuringYearAmt |
| Ending Balance | $805,491 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,416,786 | BeginningYearBalanceAmt |
| Contributions | $9,072,007 | ContributionsAmt |
| Investment Earnings Or Losses | $53,313,849 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,558,400 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,321,658 | OtherExpendituresAmt |
| Administrative Expenses | $1,184,352 | AdministrativeExpensesAmt |
| End Year Balance | $501,738,232 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $483,411,952 | BeginningYearBalanceAmt |
| Contributions | $16,591,492 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,222,620 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,115,752 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,081,280 | OtherExpendituresAmt |
| Administrative Expenses | $1,167,006 | AdministrativeExpensesAmt |
| End Year Balance | $462,416,786 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $488,089,129 | BeginningYearBalanceAmt |
| Contributions | $10,976,795 | ContributionsAmt |
| Investment Earnings Or Losses | $1,743,301 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,942,593 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,240,855 | OtherExpendituresAmt |
| Administrative Expenses | $2,033,825 | AdministrativeExpensesAmt |
| End Year Balance | $483,591,952 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $433,261,211 | BeginningYearBalanceAmt |
| Contributions | $11,132,379 | ContributionsAmt |
| Investment Earnings Or Losses | $68,880,679 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,623,743 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,528,133 | OtherExpendituresAmt |
| Administrative Expenses | $3,033,264 | AdministrativeExpensesAmt |
| End Year Balance | $488,089,129 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $387,446,075 | BeginningYearBalanceAmt |
| Contributions | $11,644,882 | ContributionsAmt |
| Investment Earnings Or Losses | $57,977,592 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,466,071 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,467,422 | OtherExpendituresAmt |
| Administrative Expenses | $1,873,845 | AdministrativeExpensesAmt |
| End Year Balance | $433,261,211 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.285 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.235 | 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 | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,884,897 | OtherCostOrOtherBasisAmt |
| Book Value | $5,884,897 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $238,584,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,610,757 | DepreciationAmt |
| Book Value | $134,974,048 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $31,570,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,717,667 | DepreciationAmt |
| Book Value | $8,852,737 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $17,272,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,876,273 | DepreciationAmt |
| Book Value | $9,395,787 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $159,107,469 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Equity and Fixed Income Funds | $213,118,104 | F |
| Private Equity | $35,873,616 | F |
| Hedge and Real Estate Funds | $82,009,753 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $331,001,473 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Interest Rate Swap | $9,744,777 |
| Planned Giving Liabilities | $5,268,176 |
| Government Advances for Student Loans | $105,407 |
| Refundable Advance | $433,015 |
| Asbestos (ARO) Liability | $720,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,272,236 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $155,055,577 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $34,288,199 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$23,666,535 | OtherRevenueAmt |
| Revenue Not Reported | $10,621,664 | RevenueNotReportedAmt |
| Revenue Subtotal | $144,433,913 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,184,352 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$885,908 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $298,444 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $144,732,357 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $106,788,652 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $1,331,697 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,331,697 | ExpensesNotReportedAmt |
| Expenses Subtotal | $105,456,955 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,184,352 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $28,149,361 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $29,333,713 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $134,790,668 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | Special collections of art and historical treasures serve to advance scholarship and to further teaching, research and service. Special collections range from Quaker collections to College archives to rare manuscripts to fine art assets. The Quaker collection consists of manuscripts as well as numerous photographs, artworks, artifacts, furniture and films. The College archives include American and English literature, history and politics. Today, the collections of fine art encompasses three areas: material in support of the College curricula, material that documents the College's history, and material that documents the history of Quakerism. |
| Schedule D, Part IV, Line 1b | The College is trustee of the William Maul Measey Trust. The College in entitled to 60% of the gross income of the Trust and includes 60% of the Trust assets in its financial statements and Form 990. The remaining 40% of the gross income is distributed to secondary schools for student financial aid. As of June 30, 2017, 40% of the Trust assets (FMV) was $43,958,965. The 40% Trust income distributed to the schools is reported in Part IV, line 1e. The secondary schools that receive Trust income are George School, Westtown School, Scattergood Friends and Olney Friends School. |
| Schedule D, Part V, Line 4 | The College spends a prudent amount of its endowment income annually to support the educational mission of the College in accordance with donor restrictions and internal designations. |
| Schedule D, Part X, Line 2 | The College evaluates how uncertain tax positions taken or expected to be taken in a tax return should be recognized, measured, presented and disclosed in the financial statements. No adjustments to the financial statements were required as a result of the evaluation. The College will continue to monitor and evaluate its unrelated business income activity. |
| Schedule D, Part XI, Line 2d | Federal Indirect Cost Recovery $207,923; Changes in Contributions Receivable $4,274,904; Financial Aid $(28,149,362) |
| Schedule D, Part XI, Line 4b | Bookstore expenses $(1,069,774); Bookstore Rent $(54,000); Related org (UK Foundation) income 237,866 |
| Schedule D, Part XII, Line 2d | Federal Indirect Cost Recovery $207,923; Bookstore expenditures $1,069,774 and Bookstore Rent $54,000 |
| Schedule D, Part XII, Line 4b | Financial Aid $28,149,361 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | Such a policy is published in our catalog and other admissions literature. Also, the policy is published in newspapers or the internet when advertising for employment. |
| Schedule E, Part I, Line 6 | Federal Work Study $117,405; Federal Supplemental Opportunity Grant (FSEOG) $115,505; Pell Grant $923,945; PHEAA-FWS match $10,588; PHEAA Institutional Assistance Grant (IAG) $30,912 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Investments | Endowment foreign passive investments | $6,846,372 |
| Central America and the Caribbean | 0 | 0 | Investments | Endowment foreign passive investments | $40,962,718 |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | Endowment foreign passive investment | $11,894,217 |
| Europe (including Iceland and Greenland) | 0 | 0 | Fundraising | Employee travel to meet with alumni who can help further long-term and mutually enriching relationships | $16,221 |
| East Asia and the Pacific | 0 | 0 | Fundraising | Employee travel to meet with alumni who can help further long-term and mutually enriching relationship | $7,331 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Scholarships to international students | $438,021 |
| Sub-Saharan Africa | 0 | 0 | Program Services | Scholarships to international students | $260,240 |
| South Asia | 0 | 0 | Program Services | Scholarships to international students | $211,671 |
| East Asia and the Pacific | 0 | 0 | Program Services | Scholarships to international students | $38,209 |
| Russia and the newly independent States | 0 | 0 | Program Services | Scholarships to international students | $52,183 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Study abroad program fees | $345,751 |
| Central America and the Caribbean | 0 | 0 | Program Services | Study abroad program fees | $17,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $61,090,022 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| Scholarships to international students | Europe (including Iceland and Greenland) | 8 | $438,021 | Cash payment | $0 | FMV |
| Scholarships to international students | Sub-Saharan Africa | 4 | $260,240 | Cash Payment | $0 | FMV |
| Scholarships to international students | South Asia | 4 | $211,671 | Cash payment | $0 | FMV |
| Scholarships to international students | East Asia and the Pacific | 1 | $38,209 | Cash payment | $0 | FMV |
| Scholarships to international students | Russia and the newly independent States | 1 | $52,183 | Cash payment | $0 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The procedures to monitor College scholarships (grant aid) awarded to nonresident aliens are the same procedures as scholarships awarded to the citizens of the United States. Haverford College scholarships are based solely on need. The College does not award any grants based upon merit. Applicants can be asked to file the College Board Profile and the FAFSA. If eligible for federal aid, parent and student personal and business tax returns must also be provided. Supplements for business and forms for non-custodial parents may also be required based on circumstances. Students may appeal the award decisions to the Financial Aid Committee made up of the Vice President and Dean of Admission and Financial Aid, the Dean of the College, the Associate Vice President and Controller, and the Senior Vice President for Administration and Finance. Haverford scholarships are credited directly to the student's account for tuition, room, board, fees and other billed charges. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Scholarships for Haverford College students | 621 | $26,992,582 | |
| FSEOG grants for Haverford College students | 73 | $144,855 | |
| Internships for Haverford College students | 179 | $558,213 | |
| Bechman Scholars | 2 | $9,200 | |
| Magill-Rhoads scholarships | 24 | $2,400 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Haverford College scholarships are based solely on need. The College does not award any grant aid based on merit. Applicants can be asked to file the College Board Profile and the FAFSA. If eligible for federal aid, parent and student personal and business tax returns must be provided. Supplements for business and forms for non-custodial parents may also be required based on circumstances. Students may appeal award decisions to the Financial Aid Committee made up of the Vice President and Dean of Admission and Financial Aid, the Dean of the College, and the Senior Vice President for Administration and Finance. Haverford scholarships are credited directly to the student's account for tuition, room, board, fees, and other billed charges. Supplemental Education Opportunity Grants (SEOG) are awarded based on family contribution. Eligibility is determined by the FAFSA and regulations determined by the U.S. Department of Education. Per the Department of Education regulations, students who receive Pell Grants must be provided FSEOG funds first. If the student is selected to receive these awards other verification forms may be required including the Verification Statment, parent and student tax returns, and non-tax filer statements. FSEOG awards are credited directly to the students account for tuition, room, board and other billed charges. FSEOG awards are audited annually by the College's outside auditors in conjunction with the Single Audit. Student internships are awarded through an application and committee review process. The internship awards are paid directly to the student for travel, room, board or other fees. This assistance enables the students to engage in unpaid internships in a variety of domestic and international locations. Some of the areas of study include Humanities, Sciences, Global Citizenship and Entrepreneruship. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kimberly Benston | ||||||||||||||
| President | $476,055 | $0 | $0 | $0 | $14,273 | $0 | $54,707 | $0 | $74,587 | $0 | $619,622 | $0 | $0 | $0 |
| Frances Rose M Blase | ||||||||||||||
| Provost | $187,508 | $0 | $0 | $0 | $5,375 | $0 | $21,859 | $0 | $4,137 | $0 | $218,879 | $0 | $0 | $0 |
| Michael H Casel | ||||||||||||||
| Chief Investment Officer | $267,226 | $0 | $0 | $0 | $0 | $0 | $31,332 | $0 | $29,595 | $0 | $328,153 | $0 | $0 | $0 |
| Martha Denney | ||||||||||||||
| Dean of College | $172,719 | $0 | $0 | $0 | $0 | $0 | $20,636 | $0 | $36,298 | $0 | $229,653 | $0 | $0 | $0 |
| Ann Figueredo | ||||||||||||||
| VP for Institutional Advancement | $256,580 | $0 | $0 | $0 | $1,625 | $0 | $29,535 | $0 | $5,588 | $0 | $293,328 | $0 | $0 | $0 |
| Deb Fullam | ||||||||||||||
| AVP and Controller | $148,000 | $0 | $0 | $0 | $1,625 | $0 | $17,362 | $0 | $2,797 | $0 | $169,784 | $0 | $0 | $0 |
| Jess M Lord | ||||||||||||||
| VP and Dean of Admissions & Financial Aid | $199,441 | $0 | $0 | $0 | $0 | $0 | $23,489 | $0 | $25,282 | $0 | $248,212 | $0 | $0 | $0 |
| Jesse Lytle | ||||||||||||||
| Vice President & Chief of Staff | $149,895 | $0 | $0 | $0 | $0 | $0 | $18,548 | $0 | $29,378 | $0 | $197,821 | $0 | $0 | $0 |
| Mitchell L Wein | ||||||||||||||
| SVP for Administration & Finance | $360,322 | $0 | $0 | $0 | $0 | $0 | $41,146 | $0 | $47,828 | $0 | $449,296 | $0 | $0 | $0 |
| Megan Fitch | ||||||||||||||
| CIO | $189,114 | $0 | $0 | $0 | $890 | $0 | $22,128 | $0 | $12,014 | $0 | $224,146 | $0 | $0 | $0 |
| Richard Freedman | ||||||||||||||
| Assoc Provost & Whitehead Prof of Music | $171,167 | $0 | $0 | $0 | $0 | $0 | $20,505 | $0 | $26,119 | $0 | $217,791 | $0 | $0 | $0 |
| Ashok Gangadean | ||||||||||||||
| Professor | $172,109 | $0 | $0 | $0 | $0 | $0 | $20,420 | $0 | $20,749 | $0 | $213,278 | $0 | $0 | $0 |
| Linda Gerstein | ||||||||||||||
| Professor | $177,428 | $0 | $0 | $0 | $1,500 | $0 | $20,960 | $0 | $12,249 | $0 | $212,137 | $0 | $0 | $0 |
| Curtis Greene | ||||||||||||||
| Professor | $202,324 | $0 | $0 | $0 | $0 | $0 | $23,374 | $0 | $9,801 | $0 | $235,499 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Housing Allowance or Residence for Personal Use: President Benston resides on campus free of rent. Dean of the College Martha Denney resides on the Colllege's campus at a subsidized rent. Personal services - Maid: Cleaning of the personal space in the President's house was done by a college employee and the amount was included as taxable income on the W-2. President Benston received gross up payments for the taxable portions of housekeeping and auto use. Social Club Dues: Due for the Yale and University Clubs, both located in New York, are considered a working condition fringe as President Benston used them for business purposes. |
| Schedule J, Part I, Line 4 | President Kim Benston $12,980; SVP Administration & Finance Mitch Wein $10,234 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Delaware County Authority | ||||||||
| A | 231973437 | 246003LX3 | 2010-04-29 | $44,944,290 | New dorm and partial refund 2008 bonds | Yes (1) | 0 | 0 |
| Delaware County Authority | ||||||||
| B | 231973437 | 246003NG8 | 2017-02-28 | $110,381,164 | Refund portion 2008 bonds, 2010 bonds, all 2010A bonds | 0 | 0 | 0 |
| Delaware County Authority | ||||||||
| C | 231973437 | 2017-02-28 | $29,845,000 | Part refund 2008 Bonds; Renov. Sharpless, Ryan Gym/VCAM, Dining Ctr, and other | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $690,793 | $34,090,000 | $44,944,290 | $0 | $1,533,228 | $0 | $531,618 | $0 | $0 | $13,879,444 | $29,000,000 | $0 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $0 | $0 | $110,381,164 | $0 | $0 | $86,558,263 | $734,217 | $0 | $0 | $0 | $23,088,684 | $0 | 2017 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| C | $0 | $0 | $29,868,876 | $0 | $0 | $0 | $102,807 | $0 | $0 | $10,279,111 | $6,702,192 | $12,784,766 | 2017 | Yes (1) | 0 | 0 | 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 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
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 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | 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) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part IV, Line 2c-02/28/2017 110,381,164 Delaware County Authority | Arbitrage Calculation was completed by PFM dated December 19, 2017. The report indicated that there was no liability for the period February 28, 2017 to October 1, 2017. |
| Schedule K, Part IV, Line 2c-02/28/2017 29,845,000 Delaware County Authority | Arbitrage Calculation was completed by PFM dated December 19, 2017. The report indicated that there was no liability for the period February 28, 2017 to October 1, 2017. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Casel | PersonNm |
| Relationship With Org | Officer | RelationshipWithOrgTxt |
| Loan Purpose | Home Mortgage | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $300,000 | OriginalPrincipalAmt |
| Balance Due | $271,230 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | 0 | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $271,230 | TotalBalanceDueAmt |
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | - | PersonNm |
| Relationship With Org | - | RelationshipWithOrgTxt |
| Cash Grant | $49,506 | CashGrantAmt |
| Type Of Assistance | Discounted Tuition | TypeOfAssistanceTxt |
| Assistance Purpose | Financial Aid | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,565 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 121 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,970,633 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Tree | 1 | $1,200 | Opinion of Experts |
| Yes (X) | Equipment | 6 | $20,516 | Cost or Selling Price/ Opinion of Experts |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | The Corporation of Haverford College has one class of members who may include any member of the Religious Society of Friends, anyone who has served as President of the College or as a member of the Board of Managers for at least six consecutive years. In addition, the President of the College, the Clerk, the Assistant Clerk, and the Secretary of the Corporation, and four members of the Board of Managers nominated by the Board of Managers shall be members of the Corporation so long as they hold such positions. The Corporation may permit, in exceptional cases, persons not members of a monthly meeting yet grounded in the faith and practice of Friends to be treated as members of the Religious Society of Friends. |
| Form 990, Part VI, Section A, Line 7a | The Corporation formally elects members of the Board, including those nominated by the Corporation, by the Board and by the Alumni Association. The Corporation makes any amendments to the bylaws. The Corporation seeks, by advice and example, to strengthen and enrich Haverford's Quaker heritage. The Board has responsibility for all aspects of the operation and management of the College. |
| Form 990, Part VI, Section B, Line 11b | The College provides the Form 990 to the Audit Committee of the Board for review and discussion prior to its further dissemination to the Board. The Form 990 is made available to the full Board of Managers prior to its filing. Consistent with the College's long standing commitment to honor the requests from donors that wish to philanthropically support the College anonymously, Schedule B is redacted with names and addresses excluded, prior to distribution to the Audit Committee and to the full Board. However, three Board members (the Chair of the Board, the Vice Chair of the Board, and the Chair of the Audit Committee) plus three College Officers (the President, the Vice President of Institutional Advancement, and the Senior Vice President) will receive the entire Form 990, including an unredacted Schedule B and thereby see the complete Form 990, including all schedules. |
| Form 990, Part VI, Section B, Line 12c | Each year a conflict of interest questionaire is handed out and sent electronically to Board members, officers and key employees. The President's Office tracks and ensures compliance with completing and submitting the Conflict of Interest Questionaire. |
| Form 990, Part VI, Section B, Line 15 | The President's compensation is determined after an annual review by the Board's Committee on Presidential Compensation and Review. The review along with private college executive compensation surveys help determine the President's salary. The President reports to the Board Committee information regarding the annual process for determining the compensation of other officers (Senior Vice President for Administration and Finance, Vice President for Institutional Advancement, Provost, Dean of the College, Vice President and Dean of Admissions and Financial Aid, Chief Information Officer and Chief Investment Officer). The Presidential Review Committee reports on both of these procedures to the Board in executive session. |
| Form 990, Part VI, Section C, Line 19 | The College's financial statements and Conflict on Interest Policy are available to the general public through our website, Guidestar's website, and upon request. Currently the College does not publish governing documents; however, these are available upon request. |
| Form 990, Part XI, Line 9 | Change in contributions receivable $4,274,904; Related org, UK Fdn, income $(237,866); and EOY assets $61,097 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Haverford College Foundation (UK) Limited | |||||||||||||||
| 19 Norcott Road | London | UK | N167EJ | 236002304 | Fundraising | UK | $237,866 | $65,509 | The Corporation of Haverford | ||||||
| The William Maul Measey Trust | |||||||||||||||
| 236002304 | Charitable Trust | $1,208,236 | $65,938,447 | The Corporation of Haverford | c/o Haverford College | 370 Lancaster Avenue | Haverford | PA | 19041 | PA | |||||