FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA (EIN 25-6087074)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-01-20
- IRS object ID
- 201700209349300825
- Schema version
- 2015v3.0
- 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 G
- Schedule I
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-20T12:25:12-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 210 SIXTH AVENUE SUITE 200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256087074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR INDIANA UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | OF PENNSYLVANIA (IUP) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 7243573184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | G-1 SUTTON HALL | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKLYN BROWN | PersonNm |
| Person Title | DIR OF FINANCIAL OPERATIONS | PersonTitleTxt |
| Phone | 7243573184 | PhoneNum |
| Signature | 2016-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER C FERRARO CPA | PreparerPersonNm |
| PTIN | P00482884 | PTIN |
| Phone | 4124856700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACKLYN BROWN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | G-1 SUTTON HALL 1011 S DR | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $62,140,123 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IUP.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE PHILANTHROPIC SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,136,671 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,500,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,236,033 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,813,385 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,928,121 | PYInvestmentIncomeAmt |
| CY Investment Income | $159,794 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,394,253 | PYOtherRevenueAmt |
| CY Other Revenue | $1,024,771 | CYOtherRevenueAmt |
| PY Total Revenue | $41,695,078 | PYTotalRevenueAmt |
| CY Total Revenue | $37,498,625 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,728,899 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,749,557 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,484,365 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,534,934 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $257,100 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,292,119 | PYOtherExpensesAmt |
| CY Other Expenses | $26,992,639 | CYOtherExpensesAmt |
| PY Total Expenses | $37,505,383 | PYTotalExpensesAmt |
| CY Total Expenses | $35,277,130 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,189,695 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,221,495 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $296,469,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,067,915 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $265,872,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $275,527,401 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,597,404 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,540,514 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION FOR IUP'S PRIMARY MISSION IS TO PROVIDE SUPPORT TO INDIANA UNIVERSITY OF PENNSYLVANIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,258,074 | ExpenseAmt |
| Grant | $362,059 | GrantAmt |
| Revenue | $30,174,737 | RevenueAmt |
| Desc | THE FOUNDATION FOR IUP OWNS AND RENTS RESIDENTIAL HOUSING TOSTUDENTS OF INDIANA UNIVERSITY OF PENNSYLVANIA | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,684,402 | ExpenseAmt |
| Grant | $3,684,402 | GrantAmt |
| Desc | PROVIDE SCHOLARSHIPS AND AWARDS TO STUDENTS OF INDIANA UNIVERSITYOF PENNSYLVANIA | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,344,715 | ExpenseAmt |
| Grant | $703,096 | GrantAmt |
| Revenue | $1,606,142 | RevenueAmt |
| Desc | PROVIDE EDUCATIONAL SUPPORT TO VARIOUS COLLEGES AND DEPARTMENTS ATINDIANA UNIVERSITY OF PENNSYLVANIA | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $34,287,191 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIR OF FINANCIAL OPERATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7243573184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | G-1 SUTTON HALL INDIANA UNIVERSITY | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| TIMOTHY G RUPERT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD D CARUSO | ||||||
| PRESIDENT | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SANDRA BARSOTTI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY DUNLAP | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIMOTHY KRONENWETTER | ||||||
| SECRETARY/TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE A MCMURDY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR RUTH RIESENMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK ROBERTS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SHIPLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW W STEPHENSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK UBINGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REGINA STOVER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM BURNS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL SARVER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY STEVE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACKLYN BROWN | ||||||
| DIRECTOR OF FINANCIAL OPER | 40.00 | $81,816 | $0 | $0 | Yes (X) | |
| ELIZABETH G LAUBER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $95,935 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $177,751 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RAYMOND JAMES | |||||
| 50 NORTH FRONT STREET | MEMPHIS | TN | 38103 | REMARKETING AND FINANCING | $324,781 |
| BONYA GAZZA & DEGORY LLP | |||||
| 134 SOUTH SIXTH STREET | INDIANA | PA | 15701 | LEGAL SERVICES | $170,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $111,710 | FundraisingAmt |
| All Other Contributions | $5,388,965 | AllOtherContributionsAmt |
| Total Contributions | $5,500,675 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENCE HALL RENTAL | 532000 | $30,174,737 | $30,174,737 |
| MANAGEMENT FEE INCOME | 900099 | $638,648 | $638,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,813,385 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,467,552 | TotalRevenueColumnAmt |
| Exclusion | $1,467,552 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,234,726 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,542,484 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,307,758 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,307,758 | TotalRevenueColumnAmt |
| Exclusion | -$1,307,758 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $148,617 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $111,710 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $99,014 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,603 | TotalRevenueColumnAmt |
| Exclusion | $49,603 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| NON GIFT INCOME | 900099 | $937,494 | $937,494 | |
| TRANSFER FROM STUDENT COOP | 900099 | $250,000 | $250,000 | |
| LOSS ON EXTINGUISHMENT OF DEBT | 900099 | -$212,326 | -$212,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $975,168 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,498,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,750,879 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $247,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,749,557 | TotalAmt |
| Program Services | $4,749,557 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,406 | TotalAmt |
| Program Services | $178,406 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,356,528 | TotalAmt |
| Program Services | $3,356,528 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,660 | TotalAmt |
| Program Services | $609,660 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,364 | TotalAmt |
| Program Services | $48,615 | ProgramServicesAmt |
| Management And General | $1,902 | ManagementAndGeneralAmt |
| Fundraising | $20,847 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,767 | TotalAmt |
| Program Services | $164,438 | ProgramServicesAmt |
| Management And General | $2,835 | ManagementAndGeneralAmt |
| Fundraising | $3,494 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,848 | TotalAmt |
| Program Services | $85,878 | ProgramServicesAmt |
| Management And General | $13,874 | ManagementAndGeneralAmt |
| Fundraising | $12,096 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,601,434 | TotalAmt |
| Program Services | $10,601,434 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,452,640 | TotalAmt |
| Program Services | $6,452,640 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,678 | TotalAmt |
| Program Services | $617,991 | ProgramServicesAmt |
| Management And General | $11,687 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UTILITIES | $2,216,757 | $2,216,757 | ||
| HOUSING MANAGEMENT FEE | $953,873 | $953,873 | ||
| MAINTENANCE & REPAIRS | $879,019 | $878,769 | $250 | |
| RENTAL/LEASE - OTHER | $717,114 | $715,603 | $5 | $1,506 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,578,485 | TotalAmt |
| Program Services | $2,657,042 | ProgramServicesAmt |
| Management And General | $702,286 | ManagementAndGeneralAmt |
| Fundraising | $219,157 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,277,130 | TotalAmt |
| Program Services | $34,287,191 | ProgramServicesAmt |
| Management And General | $732,839 | ManagementAndGeneralAmt |
| Fundraising | $257,100 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,907,712 | BOYAmt |
| EOY | $7,083,229 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $416,621 | BOYAmt |
| EOY | $758,169 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,342,893 | BOYAmt |
| EOY | $1,223,046 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,901 | BOYAmt |
| EOY | $34,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $223,529,918 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,554,851 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,155,866 | BOYAmt |
| EOY | $175,975,067 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,981,328 | BOYAmt |
| EOY | $73,284,798 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,643,581 | BOYAmt |
| EOY | $34,708,913 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,469,902 | BOYAmt |
| EOY | $293,067,915 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,039 | BOYAmt |
| EOY | $2,236,883 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,923 | BOYAmt |
| EOY | $629,939 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,604,275 | BOYAmt |
| EOY | $218,839,882 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,639,512 | BOYAmt |
| EOY | $4,420,545 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $687,447 | BOYAmt |
| EOY | $457,481 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,779,302 | BOYAmt |
| EOY | $48,942,671 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,872,498 | BOYAmt |
| EOY | $275,527,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$23,632,536 | BOYAmt |
| EOY | -$35,254,093 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,650,281 | BOYAmt |
| EOY | $15,486,887 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,579,659 | BOYAmt |
| EOY | $37,307,720 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,597,404 | BOYAmt |
| EOY | $17,540,514 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,469,902 | BOYAmt |
| EOY | $293,067,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,221,495 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,031,454 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$13,246,931 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,993,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,507,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,059,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,269,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,717,768 | CurrentTaxYearAmt |
| Total | $27,546,752 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,993,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,507,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,059,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,269,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,717,768 | CurrentTaxYearAmt |
| Total | $27,546,752 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $27,546,752 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,518,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,430,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,318,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,447,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,467,552 | CurrentTaxYearAmt |
| Total | $7,181,707 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $250,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $250,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250,000 | CurrentTaxYearAmt |
| Total | $1,200,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,928,459 | TotalSupportAmt |
| Public Support CY170 | 0.76670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75430 | 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 | TRANSFER FROM STUDENT COOPERATIVE ASSOCIATION, INC. OF $250,000. | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $918,574 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $4,639,512 | BeginningBalanceAmt |
| Additions During Year | $443,691 | AdditionsDuringYearAmt |
| Distributions During Year | $662,659 | DistributionsDuringYearAmt |
| Ending Balance | $4,420,544 | EndingBalanceAmt |
| 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 | $54,542,960 | BeginningYearBalanceAmt |
| Contributions | $3,012,538 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,021,444 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,297,795 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,027,536 | OtherExpendituresAmt |
| End Year Balance | $53,208,723 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,168,270 | BeginningYearBalanceAmt |
| Contributions | $2,685,533 | ContributionsAmt |
| Investment Earnings Or Losses | $268,465 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $865,923 | GrantsOrScholarshipsAmt |
| Other Expenditures | $713,385 | OtherExpendituresAmt |
| End Year Balance | $54,542,960 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,192,197 | BeginningYearBalanceAmt |
| Contributions | $2,676,628 | ContributionsAmt |
| Investment Earnings Or Losses | $6,656,456 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $859,822 | GrantsOrScholarshipsAmt |
| Other Expenditures | $497,189 | OtherExpendituresAmt |
| End Year Balance | $53,168,270 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,459,126 | BeginningYearBalanceAmt |
| Contributions | $927,580 | ContributionsAmt |
| Investment Earnings Or Losses | $4,543,858 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $934,448 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,803,919 | OtherExpendituresAmt |
| End Year Balance | $45,192,197 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,998,191 | BeginningYearBalanceAmt |
| Contributions | $1,742,601 | ContributionsAmt |
| Investment Earnings Or Losses | $6,577,642 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $917,226 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,942,082 | OtherExpendituresAmt |
| End Year Balance | $42,459,126 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,600 | OtherCostOrOtherBasisAmt |
| Book Value | $21,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $207,054,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,417,247 | DepreciationAmt |
| Book Value | $168,637,373 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,404,752 | OtherCostOrOtherBasisAmt |
| Depreciation | $967,444 | DepreciationAmt |
| Book Value | $4,437,308 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,048,946 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,170,160 | DepreciationAmt |
| Book Value | $2,878,786 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $175,975,067 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INSURANCE INVESTMENT | $593,222 |
| ART WORK | $918,574 |
| RESTRICTED CASH HELD W/TRUSTEE | $33,197,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $34,708,913 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL | $15,370 |
| ARBITRAGE LIABILITY | $7,461 |
| STUDENT DEPOSITS | $114,310 |
| ACCRUED INTEREST PAYABLE | $4,047,827 |
| UNCLAIMED PROPERTY PAYABLE | $2,340 |
| TRUSTS AND ANNUITIES PAYABLE | $102,366 |
| INTEREST RATE SWAP AGREEMENTS | $44,652,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,942,671 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,137,730 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,031,454 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,167,490 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$13,246,931 | OtherRevenueAmt |
| Revenue Not Reported | -$13,110,895 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,248,625 | RevenueSubtotalAmt |
| Other Revenues Not Included | $250,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $250,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,498,625 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,444,620 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,167,490 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,167,490 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,277,130 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,277,130 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION HOLDS INVESTMENTS FOR THE INDIANA UNIVERSITY OF PENNSYLVANIA (IUP) ALUMNI ASSOCIATION. THE INVESTMENTS ARE INCLUDED IN THE BNY MELLON INVESTMENT ACCOUNTS. CONTRIBUTIONS TO AND DISBURSEMENTS FROM THE ACCOUNT DIRECTLY INCREASE OR DECREASE THE LIABILITY. A PORTION OF THE REALIZED AND UNREALIZED INVESTMENT INCOME OR LOSS EARNED BY THE FOUNDATION IS CREDITED TO THE LIABILITY AND IS CALCULATED BASED ON THE PROPORTIONATE VALUE OF INVESTMENT ACCOUNTS. THE FOUNDATION HAS NO SPENDING AUTHORITY OVER THIS FUND. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, BASED ON A DETERMINATION LETTER DATED APRIL 2, 2007. THE FOUNDATION IS CLASSIFIED AS A PUBLIC CHARITY BY THE COMMONWEALTH OF PENNSYLVANIA AND IS EXEMPT FROM STATE TAXES ON RELATED INCOME. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNREALTED BUSINESS INCOME TAXES. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENTS OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. AS A RESULT OF THE APPLICATION, THE FOUNDATION EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAD NO UNCERTAIN TAX POSITIONS FOR EITHER OF THE YEARS ENDED JUNE 30, 2016 OR JUNE 30, 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INTEREST RATE SWAP AGREEMENTS |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TRANSFER FROM STUDENT COOPERATIVE ASSOCIATION, INC. |
| SCHEDULE D, PART III, LINE 4 | THE ARTWORK COLLECTION HELD BY THE FOUNDATION IS A COLLECTION OF ART DONATED TO BE USED BY THE UNIVERSITY FOR EDUCATIONAL PURPOSES. |
| SCHEDULE D, PART V, LINE 4 | THE INTENDED USE OF THE FOUNDATION'S ENDOWMENT FUNDS IS TO PROVIDE ACADEMIC AND PROGRAMMATIC SUPPORT TO INDIANA UNIVERSITY OF PA. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MEN'S BB GOLF | Event1Nm |
| Gross Receipts Event1 | $58,615 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,895 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $40,720 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,300 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $7,437 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,975 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,218 | OtherDirectExpensesEvent1Amt |
| Event2 | ECOB GOLD CLASS | Event2Nm |
| Gross Receipts Event2 | $89,840 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $23,305 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $66,535 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,180 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $10,259 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $9,298 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,432 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $111,872 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $70,510 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $41,362 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $960 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $2,957 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $16,376 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $18,495 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $375 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,352 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $260,327 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $111,710 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $148,617 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $960 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $6,437 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $34,072 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $31,768 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $775 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,002 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $99,014 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $49,603 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERISTY OF PENNSYLVANIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 SOUTH DRIVE | AddressLine1Txt |
| City | INDIANA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 251470695 | RecipientEIN |
| Cash Grant | $3,625,179 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrantTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 70917RDW2 | 2006-05-16 | $51,675,000 | TO FINANCE CONSTRUCTION OF STUDENT HOUSING FACILITY | 0 | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 232248352 | 70917RKD6 | 2007-05-15 | $80,540,000 | TO FINANCE CONSTRUCTION OF STUDENT HOUSING FACILITY | 0 | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 232243852 | 70917R466 | 2012-04-12 | $37,915,000 | REFINANCE ORIGINAL LOAN USED TO CONSTRUCT STUDENT HOUSING FACILITY | 0 | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| D | 232243852 | 70917SVK6 | 2015-12-22 | $68,375,000 | REFINANCE ORIGINAL LOAN USED TO CONSTRUCT STUDENT HOUSING FACILITY | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $51,675,000 | $4,427,813 | $168,513 | $2,768,869 | $1,887,895 | $44,316,964 | 2007 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $80,540,000 | $6,493,664 | $1,354,900 | $3,376,850 | $2,305,487 | $68,655,064 | 2008 | 0 | 0 | Yes (1) | Yes (1) | |
| C | $37,915,000 | $2,740,390 | $484,932 | $37,043,466 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| D | $68,375,000 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | $68,375,000 |
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 | 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 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES | |||||||||||
| A | Yes (1) | 0 | 0 | Yes (1) | 10.000000000000 | Yes (1) | 0 | 0 | |||
| MORGAN KEGAN | |||||||||||
| B | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | 0 | 32.000000000000 | Yes (1) | 0 | ||
| (no name) | |||||||||||
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||||
| DEUTSCHE BANK | |||||||||||
| D | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 25.000000000000 | Yes (1) | 0 | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE STANDING COMMITTEES OF THE FOUNDATION SHALL BE THE EXECUTIVE COMMITTEE, THE NOMINATING COMMITTEE, FINANCE COMMITTEE, INVESTMENT COMMITTEE, AND AUDIT COMMITTEE. THE BOARD OF DIRECTORS MAY, BY RESOLUTION ADOPTED BY AT LEAST A MAJORITY OF THE VOTING DIRECTORS IN OFFICE, ESTABLISH ONE OR MORE ADDITIONAL STANDING OR OTHER COMMITTEES AND TERMINATE ANY STANDING OR OTHER COMMITTEE. NOTICE OF A PROPOSAL TO ESTABLISH OR ELIMINATE A STANDING COMMITTEE SHALL BE GIVEN AT LEAST FIVE (5) DAYS PRIOR TO THE DATE OF ANY REGULAR OR SPECIAL MEETING OF THE BOARD OF DIRECTORS AT WHICH SUCH PROPOSAL WILL BE CONSIDERED. EACH STANDING COMMITTEE SHALL HAVE SUCH NUMBER OF VOTING MEMBERS AS ARE STATED IN THE BYLAWS. EACH STANDING COMMITTEE ESTABLISHED BY THE BOARD OF DIRECTORS IN COMPLIANCE WITH THE BYLAWS SHALL HAVE SUCH NUMBER OF VOTING MEMBERS AS THE BOARD MAY DESIGNATE. THE FOUNDATION'S PRESIDENT SHALL BE A VOTING MEMBER AND CHAIR OF THE EXECUTIVE COMMITTEE AND EX OFFICIO NON-VOTING MEMBER OF ALL OTHER COMMITTEES. THE BOARD MAY APPOINT NOT MORE THAN TWO (2) ADDITIONAL EX OFFICIO MEMBERS OF EACH COMMITTEE. THE CHAIR OF EACH COMMITTEE MUST BE A FOUNDATION DIRECTOR. EXCEPTING ONLY A COMMITTEE CHAIR, COMMITTEE MEMBERS MAY, BUT NEED NOT BE, DIRECTORS OF THE FOUNDATION. ALL COMMITTEE MEMBERS SHALL HAVE THE RIGHT TO VOTE AND SHALL BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM. NO COMMITTEE MEMBER WHO IS EMPLOYED BY THE UNIVERSITY SHALL BE PERMITTED TO VOTE ON ANY MATTER WHICH COMES BEFORE A COMMITTEE. THE MAJORITY OF THE VOTING MEMBERS OF A COMMITTEE IN OFFICE SHALL BE NECESSARY TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS, AND THE ACTS OF A MAJORITY OF THE VOTING MEMBERS PRESENT AT A MEETING AT WHICH A QUORUM WAS PRESENT WHEN THE MEETING BEGAN SHALL BE THE ACTS OF THE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS DELEGATES THE REVIEW OF THE 990 AND RELATED SCHEDULES TO THE AUDIT COMMITTEE AND DIRECTOR OF FINANCIAL OPERATIONS UNDER THEIR RECOMMENDATION, THE 990 IS APPROVED FOR FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BYLAWS STATE THAT AN INDIVIDUAL MUST EXPOSE THE CONFLICT AND REMOVE THEMSELVES FROM THE VOTE IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE THAT A DIRECTOR, OFFICER, OR COMMITTEE MEMBER HAD FAILED TO DISCLOSE AN ACTUAL OR POSSIBLY FINANCIAL INTEREST, IT WILL AFFORD THE DIRECTOR, OFFICER OR COMMITTEE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE THE CONFLICT OF INTEREST. IF AFTER HEARING THE RESPONSE AND MAKING SUCH FURTHER INVESTIGATION AS THE BOARD DEEMS APPROPRIATE, THE BOARD DETERMINES THAT THE DIRECTOR, OFFICER OR COMMITTEE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT WILL TAKE APPROPRIATE ACTION, WHICH MAY INCLUDE IMMEDIATE REMOVAL FROM THE POSITION HELD WITHIN THE FOUNDATION FOR IUP. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION FOR IUP HAS AN EXECUTIVE COMMITTEE MADE UP OF BOARD MEMBERS WHO EVALUATE THE COMPENSATION FOR THE DIRECTOR AND ALL EMPLOYEES OF THE ORGANIZATION USING AVAILABLE COMPARABILITY DATA PROVIDED BY THE UNIVERSITY (IUP). THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE COMPENSATION AND BRINGS THE DECISIONS TO THE FULL BOARD OF DIRECTORS TO APPROVE. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 24E | PAYROLL EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 473,391. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 473,391. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 381,804. MANAGEMENT AND GENERAL EXPENSES 52,000. FUNDRAISING EXPENSES 31,157. TOTAL EXPENSES 464,961. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 403,742. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 403,742. ADMINISTRATIVE OVERHEAD: PROGRAM SERVICE EXPENSES 390,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 390,980. PAYMENTS IN LIEU OF TAXES: PROGRAM SERVICE EXPENSES 314,166. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 314,166. PROFESSIONAL SERVICES & HONORARIA: PROGRAM SERVICE EXPENSES 208,306. MANAGEMENT AND GENERAL EXPENSES 46,872. FUNDRAISING EXPENSES 15,145. TOTAL EXPENSES 270,323. FOOD SUPPLIES AND SERVICES: PROGRAM SERVICE EXPENSES 209,479. MANAGEMENT AND GENERAL EXPENSES 14,478. FUNDRAISING EXPENSES 42,097. TOTAL EXPENSES 266,054. SUPPLIES: PROGRAM SERVICE EXPENSES 202,156. MANAGEMENT AND GENERAL EXPENSES 13,498. FUNDRAISING EXPENSES 15,691. TOTAL EXPENSES 231,345. TELECOMMUNICATIONS CHARGES: PROGRAM SERVICE EXPENSES 110,443. MANAGEMENT AND GENERAL EXPENSES 3,285. FUNDRAISING EXPENSES 327. TOTAL EXPENSES 114,055. UNCOLLECTIBLE PLEDGES: PROGRAM SERVICE EXPENSES 108,211. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,211. LICENSES AND FEES: PROGRAM SERVICE EXPENSES 91,570. MANAGEMENT AND GENERAL EXPENSES 3,751. FUNDRAISING EXPENSES 3,405. TOTAL EXPENSES 98,726. PRINTING & DUPLICATING: PROGRAM SERVICE EXPENSES 23,058. MANAGEMENT AND GENERAL EXPENSES 698. FUNDRAISING EXPENSES 55,838. TOTAL EXPENSES 79,594. MEMBERSHIPS: PROGRAM SERVICE EXPENSES 15,113. MANAGEMENT AND GENERAL EXPENSES 16,855. FUNDRAISING EXPENSES 36,910. TOTAL EXPENSES 68,878. EQUIPMENT & IMPROVEMENTS: PROGRAM SERVICE EXPENSES 59,869. MANAGEMENT AND GENERAL EXPENSES 1,068. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,937. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 40,405. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,405. COMPUTER AND DATA PROCESSING: PROGRAM SERVICE EXPENSES 25,675. MANAGEMENT AND GENERAL EXPENSES 3,607. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,282. PRIZES: PROGRAM SERVICE EXPENSES 19,119. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9,050. TOTAL EXPENSES 28,169. SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 25,620. MANAGEMENT AND GENERAL EXPENSES 658. FUNDRAISING EXPENSES 1,305. TOTAL EXPENSES 27,583. CAMPS & CONFERENCES: PROGRAM SERVICE EXPENSES 15,857. MANAGEMENT AND GENERAL EXPENSES 6,388. FUNDRAISING EXPENSES 2,588. TOTAL EXPENSES 24,833. STAFF & STUDENT APPRECIATION: PROGRAM SERVICE EXPENSES 14,178. MANAGEMENT AND GENERAL EXPENSES 7,167. FUNDRAISING EXPENSES 100. TOTAL EXPENSES 21,445. BANK SERVICE CHARGE: PROGRAM SERVICE EXPENSES 2,850. MANAGEMENT AND GENERAL EXPENSES 15,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,110. POSTAGE/FREIGHT: PROGRAM SERVICE EXPENSES 11,479. MANAGEMENT AND GENERAL EXPENSES 584. FUNDRAISING EXPENSES 4,991. TOTAL EXPENSES 17,054. RENTAL/LEASE EQUIPMENT: PROGRAM SERVICE EXPENSES 13,979. MANAGEMENT AND GENERAL EXPENSES 547. FUNDRAISING EXPENSES 553. TOTAL EXPENSES 15,079. PROFESSIONAL AWARDS: PROGRAM SERVICE EXPENSES 5,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 3,200. MANAGEMENT AND GENERAL EXPENSES 659. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,859. DIRECT PROGRAM SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 830. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 830. MISCELLANEOUS TAXES: PROGRAM SERVICE EXPENSES 495. MANAGEMENT AND GENERAL EXPENSES 285. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 780. STUDENT NON ACADEMIC AWARDS: PROGRAM SERVICE EXPENSES 693. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 693. |
| FORM 990, PART XI, LINE 9: | UNREALIZED LOSS ON INTEREST RATE SWAP AGREEMENTS -13,246,931. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRIMSON HAWKS HOSPITALITY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| RESIDENTIAL REVIVAL INDIANA | ||||||||||
| 134 S 6TH STREET | INDIANA | PA | 15701 | 812092154 | STUDENT HOUSING FACILITIES | PA | 501(C)(3) | LINE 5 | THE FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA | Yes (1) |
| INDIANA UNIVERISTY OF PENNSYLVANIA | ||||||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | 251470695 | EDUCATION | PA | 501(C)(3) | LINE 5 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY OF PENNSYLVANIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $2,167,490 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |