MARYWOOD UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARYWOOD UNIVERSITY (EIN 24-0795453)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201701329349303005
- 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 E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T10:58:38-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 240795453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYWOOD UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 5703486222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 ADAMS AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 185091598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SR MARY PERSICO IHM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5703486222 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS C GREEN CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | 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 | SR ANNE MUNLEY IHM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 ADAMS AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 185091598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $103,293,754 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARYWOOD.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1915 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AN EDUCATION IN THE IMMACULATE HEART OF MARY TRADITION OF ACADEMIC EXCELLENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1818 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $385,351 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$115,140 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,626,578 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,341,529 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $83,229,024 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $83,062,842 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,807,108 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,347,785 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,288,672 | PYOtherRevenueAmt |
| CY Other Revenue | $4,656,745 | CYOtherRevenueAmt |
| PY Total Revenue | $101,951,382 | PYTotalRevenueAmt |
| CY Total Revenue | $96,408,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,235,405 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,920,934 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,190,354 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $40,933,045 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $53,894 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $16,482 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $982,438 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,227,200 | PYOtherExpensesAmt |
| CY Other Expenses | $28,054,902 | CYOtherExpensesAmt |
| PY Total Expenses | $100,706,853 | PYTotalExpensesAmt |
| CY Total Expenses | $98,925,363 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,244,529 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,516,462 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $207,824,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,923,728 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $84,885,292 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,657,141 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $122,938,718 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $119,266,587 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A CATHOLIC UNIVERSITY SPONSORED BY THE CONGREGATION OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY, MARYWOOD UNIVERSITY ROOTS ITSELF IN THE PRINCIPLE OF JUSTICE AND A BELIEF THAT EDUCATION EMPOWERS PEOPLE. ENACTING ITS IDEALS, MARYWOOD OFFERS STUDENTS A WELCOMING AND SUPPORTIVE COMMUNITY THAT ENCOURAGES MEN AND WOMEN OF ALL BACKGROUNDS TO SHAPE THEIR LIVES AS LEADERS IN SERVICE TO OTHERS. PROUD OF ITS LIBERAL ARTS TRADITION AND HOST OF PROFESSIONAL DISCIPLINES, MARYWOOD CHALLENGES STUDENTS TO BROADEN THEIR UNDERSTANDING OF GLOBAL ISSUES AND TO MAKE DECISIONS BASED ON SPIRITUAL, ETHICAL, AND RELIGIOUS VALUES. MARYWOOD CALLS UPON STUDENTS TO SEEK THEIR FULL POTENTIAL AND INVITES ALL TO ENGAGE IN A LIFELONG PROCESS OF LEARNING. WITNESSING THE EFFICACY OF TEACHING AND SCHOLARSHIP, MARYWOOD EDUCATES STUDENTS TO LIVE RESPONSIBLY IN A DIVERSE AND INTERDEPENDENT WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $68,578,021 | ExpenseAmt |
| Grant | $29,920,934 | GrantAmt |
| Revenue | $58,146,032 | RevenueAmt |
| Desc | INSTRUCTION AND SCHOLARSHIPS - MARYWOOD PROVIDED UNDERGRADUATE AND GRADUATE INSTRUCTION TO 2,672 FULL-TIME AND 338 PART-TIME STUDENTS. CONSIDERED A "LIBERAL ARTS" UNIVERSITY, MARYWOOD HAS FIVE DEGREE-GRANTING COLLEGES, AND OFFERS UNDERGRADUATE DEGREES IN OVER SIXTY ACADEMIC PROGRAMS WHICH INCLUDE ARTS, SCIENCES, FINE ARTS, MUSIC, SOCIAL WORK, ARCHITECTURE, AND NURSING. MARYWOOD IS FULLY ACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION. GRADUATE PROGRAMS INCLUDE ARCHITECTURE, PHYSICIAN ASSISTANT, SOCIAL WORK, BUSINESS, EDUCATION, AND PSYCHOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,576,594 | ExpenseAmt |
| Revenue | $11,177,850 | RevenueAmt |
| Desc | AUXILIARY SERVICES - MARYWOOD PROVIDED DORMITORY SERVICES TO 705 RESIDENT STUDENTS AND FOOD SERVICES TO RESIDENT STUDENTS, COMMUTER STUDENTS, AND CAMPUS STAFF. MARYWOOD OFFERED NINE ON-CAMPUS HOUSING OPTIONS AND FIVE DINING VENUES. THE UNIVERSITY ALSO OPERATED A DAY CARE CENTER WHICH IS AVAILABLE TO FACULTY, STAFF, AND THE GENERAL PUBLIC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,440,647 | ExpenseAmt |
| Revenue | $7,156,668 | RevenueAmt |
| Desc | RESEARCH AND ACADEMIC SUPPORT - MARYWOOD PROVIDED SERVICES TO SUPPORT THE INSTRUCTIONAL AREAS NOTED ABOVE. THIS INCLUDES LIBRARY, MEDIA, COMPUTER SERVICES, ATHLETICS, HEALTH SERVICES, TECHNOLOGY, AND ART & GALLERIES. FACULTY AND STAFF ARE ENCOURAGED TO SECURE FUNDING FOR VARIOUS RESEARCH PROJECTS FROM FEDERAL, STATE, AND LOCAL AS WELL AS PRIVATE FUNDING AGENCIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $85,595,262 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1818 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | 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 | PATRICK E CASTELLANI ASSISTANT TREASURER CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5703486283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 ADAMS AVENUE LIBERAL ARTS | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 185091598 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LISA A LORI ESQ | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY ELLEN MCDONOUGH | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES G GAVIN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN COGNETTI | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SISTER ANNE MUNLEY IHM | |||||||
| PRESIDENT | 35.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY ANN CONABOY ABRAHAMSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COL LORRAINE R BREEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK BRIER | |||||||
| TRUSTEE (TERM 10/2/15) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER MARY ANN CODY IHM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE A DEHIHNS III | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER SUZANNE DELANEY IHM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK A EPIFANO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PIA FERRARIO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK J FRICCHIONE MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA C GOGAL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER NANCY HAWKINS IHM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN R HENRY PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL INSALACO | |||||||
| EMERITUS TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DICK KANE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER ANDREA J LEE IHM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM R LYNETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER ELLEN MARONEY IHM | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER MARY ELLEN MERRICK IHM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARION MUNLEY ESQ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE G QUINNAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY KAY ROTERT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA SHIELDS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA P SHIELDS | |||||||
| EMERITUS TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN P SWEENEY SR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T TIGHE III | |||||||
| TRUSTEE (TERM 8/2/15) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MONSIGNOR DAVID L TRESSLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN BOLAND-CHASE | |||||||
| VP FOR ENROLLMENT MANAGEMENT | 35.00 | Yes (X) | $144,843 | $0 | $21,790 | ||
| JOSEPH X GARVEY JR | |||||||
| VP FOR BUSINESS AFFAIRS/TR | 35.00 | Yes (X) | $172,968 | $0 | $22,963 | ||
| DR ALAN LEVINE | |||||||
| VP FOR ACADEMIC AFFAIRS | 35.00 | Yes (X) | $176,973 | $0 | $25,224 | ||
| MARY THERESA PATERSON | |||||||
| SEC. OF UNIV./GENERAL COUNSEL | 35.00 | Yes (X) | $89,884 | $0 | $22,028 | ||
| RENEE ZEHEL | |||||||
| VP FOR UNIVERSITY ADVANCEMENT | 35.00 | Yes (X) | $127,145 | $0 | $22,662 | ||
| COLLIER PARKER | |||||||
| DEAN, CREATIVE AND PERFORMING | 35.00 | $137,740 | $0 | $22,915 | Yes (X) | ||
| DR CHRISTOPHER SPEICHER | |||||||
| ASSOCIATE PROFESSOR | 35.00 | $149,284 | $0 | $9,671 | Yes (X) | ||
| DR MARK RODGERS | |||||||
| DEAN, HEALTH/HUMAN SERVICES | 35.00 | $132,292 | $0 | $22,256 | Yes (X) | ||
| DR FRANCES ZAUHAR | |||||||
| DEAN, LIBERAL ARTS & SCIENCES | 35.00 | $127,068 | $0 | $20,726 | Yes (X) | ||
| DR ARTHUR COMSTOCK | |||||||
| ASSOCIATE PROFESSOR | 35.00 | $118,795 | $0 | $23,446 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,376,992 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $213,681 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SORDONI CONSTRUCTION SERVICES INC | |||||
| 45 OWEN STREET | FORTY FORT | PA | 18704 | GENERAL CONTRACTING | $7,787,527 |
| CHARTWELLS | |||||
| COMPASS GROUP USA PO BOX 427632 | BOSTON | MA | 02241 | DINING SERVICES | $4,251,895 |
| RIDDLE ENVIR SERVICES | |||||
| 431 SMITH STREET | DUNMORE | PA | 18512 | LEGAL SERVICES | $454,950 |
| ACADEMIC CENTERS ABROAD LLC | |||||
| 1 EXECUTIVE BOULEVARD 4TH FLOOR | YONKERS | NY | 10701 | STUDENT SERVICES | $437,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $351,499 | FundraisingAmt |
| Government Grants | $2,189,926 | GovernmentGrantsAmt |
| All Other Contributions | $4,800,104 | AllOtherContributionsAmt |
| Noncash Contributions | $622,616 | NoncashContributionsAmt |
| Total Contributions | $7,341,529 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION & FEES | 611600 | $76,123,517 | $76,123,517 | ||
| AUXILIARY ENTERPRISE SALES & SVCS | 721310 | $6,582,292 | $385,351 | $6,196,941 | |
| EDUCATION SALES & SERVICES | 611710 | $183,043 | $183,043 | ||
| EDUCATION RELATED SERVICES | 611710 | $173,990 | $173,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $83,062,842 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $692,582 | TotalRevenueColumnAmt |
| Exclusion | $692,582 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $480 | TotalRevenueColumnAmt |
| Exclusion | $480 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,280 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$880 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$880 | TotalRevenueColumnAmt |
| Exclusion | -$880 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,212,944 | SecuritiesAmt |
| Other | $166,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,708,284 | SecuritiesAmt |
| Other | $15,957 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $504,660 | SecuritiesAmt |
| Other | $150,543 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $655,203 | TotalRevenueColumnAmt |
| Exclusion | $655,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,300 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $351,499 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $56,945 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,645 | TotalRevenueColumnAmt |
| Exclusion | -$37,645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,564,992 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $70,387 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,494,605 | TotalRevenueColumnAmt |
| Exclusion | $4,494,605 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DEFERRED PAYMENT FEE | 900099 | $50,825 | $50,825 |
| BAD DEBT RECOVERIES | 900099 | $47,092 | $47,092 |
| CHARTWELLS LONGEVITY BONUS | 900099 | $33,898 | $33,898 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,370 | TotalRevenueColumnAmt |
| Exclusion | $68,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $200,185 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,408,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,480,550 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $385,351 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,201,471 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,920,934 | TotalAmt |
| Program Services | $29,920,934 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,850 | TotalAmt |
| Program Services | $979,417 | ProgramServicesAmt |
| Management And General | $202,979 | ManagementAndGeneralAmt |
| Fundraising | $23,454 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,668,054 | TotalAmt |
| Program Services | $24,909,233 | ProgramServicesAmt |
| Management And General | $5,162,311 | ManagementAndGeneralAmt |
| Fundraising | $596,510 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,836 | TotalAmt |
| Program Services | $915,850 | ProgramServicesAmt |
| Management And General | $228,301 | ManagementAndGeneralAmt |
| Fundraising | $26,685 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,722,033 | TotalAmt |
| Program Services | $3,674,340 | ProgramServicesAmt |
| Management And General | $1,939,202 | ManagementAndGeneralAmt |
| Fundraising | $108,491 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,166,272 | TotalAmt |
| Program Services | $1,784,978 | ProgramServicesAmt |
| Management And General | $339,006 | ManagementAndGeneralAmt |
| Fundraising | $42,288 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,529 | TotalAmt |
| Management And General | $352,529 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,524 | TotalAmt |
| Management And General | $132,524 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,482 | TotalAmt |
| Fundraising | $16,482 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,970 | TotalAmt |
| Management And General | $25,970 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,136,711 | TotalAmt |
| Program Services | $2,847,420 | ProgramServicesAmt |
| Management And General | $1,264,579 | ManagementAndGeneralAmt |
| Fundraising | $24,712 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,107 | TotalAmt |
| Program Services | $70,363 | ProgramServicesAmt |
| Management And General | $223,587 | ManagementAndGeneralAmt |
| Fundraising | $1,157 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,237,331 | TotalAmt |
| Program Services | $4,233,507 | ProgramServicesAmt |
| Management And General | $907,198 | ManagementAndGeneralAmt |
| Fundraising | $96,626 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,694 | TotalAmt |
| Program Services | $161,294 | ProgramServicesAmt |
| Management And General | $126,325 | ManagementAndGeneralAmt |
| Fundraising | $2,075 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,179,623 | TotalAmt |
| Program Services | $2,170,725 | ProgramServicesAmt |
| Management And General | $8,898 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,202 | TotalAmt |
| Program Services | $902,579 | ProgramServicesAmt |
| Management And General | $34,083 | ManagementAndGeneralAmt |
| Fundraising | $30,540 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,574,127 | TotalAmt |
| Program Services | $2,574,127 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,290,973 | TotalAmt |
| Program Services | $5,290,604 | ProgramServicesAmt |
| Management And General | $1,000,369 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,851 | TotalAmt |
| Program Services | $327,555 | ProgramServicesAmt |
| Management And General | $103,296 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $4,022,221 | $4,022,221 | ||
| ENTERTAINMENT | $392,072 | $319,824 | $58,949 | $13,299 |
| EDUCATION & ACTIVITIES | $246,802 | $242,298 | $4,504 | |
| BAD DEBT | $180,299 | $180,299 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,866 | TotalAmt |
| Program Services | $247,993 | ProgramServicesAmt |
| Management And General | $52,754 | ManagementAndGeneralAmt |
| Fundraising | $119 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,925,363 | TotalAmt |
| Program Services | $85,595,262 | ProgramServicesAmt |
| Management And General | $12,347,663 | ManagementAndGeneralAmt |
| Fundraising | $982,438 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,600 | BOYAmt |
| EOY | $12,600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,432,101 | BOYAmt |
| EOY | $6,833,759 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,777,191 | BOYAmt |
| EOY | $4,213,382 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,968,718 | BOYAmt |
| EOY | $2,183,485 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,554 | BOYAmt |
| EOY | $13,252 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,932 | BOYAmt |
| EOY | $671,725 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $236,955,555 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,983,228 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,060,094 | BOYAmt |
| EOY | $149,972,327 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,327,808 | BOYAmt |
| EOY | $32,448,646 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,248 | BOYAmt |
| EOY | $1,007,401 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,693,764 | BOYAmt |
| EOY | $2,567,151 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,824,010 | BOYAmt |
| EOY | $199,923,728 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,462,873 | BOYAmt |
| EOY | $7,201,016 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,105,178 | BOYAmt |
| EOY | $8,473,385 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,494,891 | BOYAmt |
| EOY | $34,900,199 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,017,406 | BOYAmt |
| EOY | $21,598,486 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,804,944 | BOYAmt |
| EOY | $8,484,055 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,885,292 | BOYAmt |
| EOY | $80,657,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,149,838 | BOYAmt |
| EOY | $89,893,478 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,257,295 | BOYAmt |
| EOY | $7,786,680 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,531,585 | BOYAmt |
| EOY | $21,586,429 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,938,718 | BOYAmt |
| EOY | $119,266,587 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,824,010 | BOYAmt |
| EOY | $199,923,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,516,462 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,033,506 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$122,163 | 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,330,876 | BeginningYearBalanceAmt |
| Contributions | $1,142,471 | ContributionsAmt |
| Investment Earnings Or Losses | $713,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,036,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $33,168 | AdministrativeExpensesAmt |
| End Year Balance | $44,117,860 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,437,546 | BeginningYearBalanceAmt |
| Contributions | $581,849 | ContributionsAmt |
| Investment Earnings Or Losses | $2,321,491 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $969,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $41,010 | AdministrativeExpensesAmt |
| End Year Balance | $43,330,876 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,046,968 | BeginningYearBalanceAmt |
| Contributions | $790,147 | ContributionsAmt |
| Investment Earnings Or Losses | $3,581,816 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $940,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $41,385 | AdministrativeExpensesAmt |
| End Year Balance | $41,437,546 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,698,557 | BeginningYearBalanceAmt |
| Contributions | $842,008 | ContributionsAmt |
| Investment Earnings Or Losses | $2,433,278 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $883,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $43,875 | AdministrativeExpensesAmt |
| End Year Balance | $38,046,968 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,506,913 | BeginningYearBalanceAmt |
| Contributions | $473,367 | ContributionsAmt |
| Investment Earnings Or Losses | $618,687 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $855,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $45,410 | AdministrativeExpensesAmt |
| End Year Balance | $35,698,557 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.72770 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,543,927 | OtherCostOrOtherBasisAmt |
| Book Value | $1,543,927 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,391,838 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,344,120 | DepreciationAmt |
| Book Value | $142,047,718 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $274,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $97,964 | DepreciationAmt |
| Book Value | $176,960 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,744,866 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,541,144 | DepreciationAmt |
| Book Value | $6,203,722 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $149,972,327 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES FOR FEDERAL STUDENT LOANS | $1,393,473 |
| CAPITAL LEASE OBLIGATIONS | $1,788,582 |
| NOTE PAYABLE TO RELATED PARTIES | $5,302,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,484,055 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,030,124 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,033,506 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$29,505,883 | OtherRevenueAmt |
| Revenue Not Reported | -$30,539,389 | RevenueNotReportedAmt |
| Revenue Subtotal | $96,569,513 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$160,612 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$160,612 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $96,408,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $69,702,255 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $160,612 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $160,612 | ExpensesNotReportedAmt |
| Expenses Subtotal | $69,541,643 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $29,383,720 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $29,383,720 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $98,925,363 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | MARYWOOD UNIVERSITY ART GALLERIES STRIVE TO PRESENT EXHIBITIONS AND PROGRAMS THAT PROVIDE OPPORTUNITIES FOR LIFELONG LEARNING AND CONTRIBUTE TO THE VISUAL LITERACY OF BOTH THE INSTITUTION AND GREATER COMMUNITY. THE ART GALLERIES ARE COMMITTED TO COMPLEMENTING AND BROADENING THE AVAILABILITY OF CONTEMPORARY AND HISTORICAL VISUAL ARTS FOR THE ACADEMIC COMMUNITY WITH OUTREACH AND COLLABORATIVE PROGRAMMING. ALL EXHIBITIONS, RECEPTIONS, AND ACCOMPANYING EVENTS ARE FREE OF CHARGE AND OPEN TO THE MARYWOOD COMMUNITY AND THE GENERAL PUBLIC. CURRENT, FUTURE, AND PAST EXHIBITIONS, AS WELL AS OVER 50 OBJECTS FROM THE PERMANENT COLLECTION, CAN BE VIEWED ON THE ART GALLERIES' WEB PAGE AT WWW.MARYWOOD.EDU/GALLERIES. THE SURACI GALLERY MAINTAINS MARYWOOD'S PERMANENT COLLECTION OF FINE AND DECORATIVE ARTS. THE ASIAN COLLECTION CONSISTS OF PAINTINGS, FURNITURE, IVORIES, TAPESTRIES, AND CERAMICS. BRONZE AND MARBLE SCULPTURES, FURNITURE, AND PAINTINGS COMPRISE THE 19TH CENTURY COLLECTION. IN ADDITION, EUROPEAN CERAMICS, GLASS, AND OTHER DECORATIVE ARTS ARE DISPLAYED. FEATURE EXHIBITIONS THAT SHOWCASE REGIONAL, NATIONAL, AND INTERNATIONAL ARTISTS, AS WELL AS RECENT WORK BY ART FACULTY ARE HIGHLIGHTED DURING THE YEAR IN A RECENTLY RENOVATED EXHIBITION SPACE. |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO GIVE FINANCIAL AID TO STUDENTS OR PROGRAMS THAT FIT THE CRITERIA DESIGNATED BY THE DONOR IN THE SCHOLARSHIP AGREEMENT. THE MAJORITY OF THE ENDOWMENT FUNDS ARE DESIGNATED FOR STUDENT AWARDS, BUT THERE ARE A FEW IN PLACE WITH THE INTENT TO HELP SUPPORT A PARTICULAR PROGRAM. THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 100 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF TRUSTEES OF THE UNIVERSITY HAS INTERPRETED PENNSYLVANIA LAW AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE UNIVERSITY CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS EITHER TEMPORARILY RESTRICTED OR UNRESTRICTED NET ASSETS BASED ON THE EXISTENCE OF DONOR RESTRICTIONS OR BY LAW. THE UNIVERSITY CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: 1. THE DURATION AND PRESERVATION OF THE FUND 2. THE PURPOSES OF THE UNIVERSITY AND THE DONOR-RESTRICTED ENDOWMENT FUND 3. GENERAL ECONOMIC CONDITIONS 4. THE POSSIBLE EFFECT OF INFLATION AND DEFLATION 5. THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS 6. OTHER RESOURCES OF THE UNIVERSITY 7. THE INVESTMENT POLICIES OF THE UNIVERSITY THE UNIVERSITY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE UNIVERSITY MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S) AS WELL AS BOARD-DESIGNATED FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT EXCEED THE PRICE AND YIELD RESULTS OF THE S&P 500 INDEX WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK. THE UNIVERSITY EXPECTS ITS ENDOWMENT FUNDS, OVER TIME, TO PROVIDE AN AVERAGE RATE OF RETURN OF APPROXIMATELY 9 PERCENT ANNUALLY. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE UNIVERSITY RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE UNIVERSITY TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE UNIVERSITY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 3.5 TO 5 PERCENT OF ITS ENDOWMENT FUNDS' AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE CALENDAR YEAR-END PROCEEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE UNIVERSITY CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE UNIVERSITY EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT AN AVERAGE OF 4 PERCENT ANNUALLY. THIS IS CONSISTENT WITH THE UNIVERSITY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME DETERMINED TO BE UNRELATED BUSINESS INCOME IS TAXABLE. THE UNIVERSITY BELIEVES SUBSTANTIALLY ALL ITS INCOME IS RELATED INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS -29,383,720. UNREALIZED LOSS ON INTEREST RATE SWAP -29,044. CHANGE IN SPLIT INTEREST AGREEMENTS -93,119. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -70,387. FUNDRAISING EXPENSES -56,945. RENTAL EXPENSES -33,280. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 70,387. FUNDRAISING EXPENSES 56,945. RENTAL EXPENSES 33,280. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 29,383,720. |
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 | THE NONDISCRIMINATION POLICY IS CLEARLY STATED ON MOST ADMISSIONS ADVERTISEMENTS AND PUBLICATIONS. IT IS ALSO DISCLOSED ON THE SUPPLEMENTAL MATERIAL CREATED BY THE MARKETING AND COMMUNCATIONS OFFICE. |
| SCHEDULE E, PART I, LINE 6 | THE UNIVERSITY AWARDS GRANTS-IN-AID AND SCHOLARSHIPS TO INDIVIDUALS WHO MEET THE UNIVERSITY'S ACADEMIC STANDARDS. THE AMOUNTS OF SUCH AWARDS ARE BASED UPON THE FINANCIAL NEEDS OF EACH APPLICANT. ADDITIONAL FINANCIAL AID IS PROVIDED TO STUDENTS FROM FEDERAL AND STATE PROGRAMS IN WHICH THE UNIVERSITY PARTICIPATES AND FROM MONIES CONTRIBUTED TO THE UNIVERSITY BY ALUMNI AND FRIENDS OF THE UNIVERSITY. CERTAIN STUDENTS OF THE UNIVERSITY WERE RECIPIENTS OF GRANTS UNDER THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE ACT ("PHEAA") AND THE PELL GRANTS PROGRAMS. THE GRANTS ARE SIMILAR TO AGENCY FUNDS BECAUSE THE UNIVERSITY ACTED ONLY AS CUSTODIAN AND DISBURSING AGENT FOR THESE FUNDS. HAD THESE AMOUNTS BEEN INCLUDED, REVENUES AND EXPENSES WOULD HAVE INCREASED BY APPROXIMATELY $2,559,000 IN 2016 AND $2,479,000 IN 2015 FOR PHEAA AND $2,723,000 IN 2016 AND $2,862,000 IN 2015 FOR PELL. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAHARAN AFRICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 28 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | THE SISTERS LEADERSHIP DEVELOPMENT INITIATIVE ("SLDI")PHASE II YEAR 3 PROGRAM EVALUATION IS AN OBJECTIVES-BASED ASSESSMENT USING CRITERIA OUTLINED IN THE PROJECT PROPOSAL TO THE CONRAD N. HILTON FOUNDATION. IT TARGETS: 1. PROJECT OUTPUTS, 2. PARTICIPANT SKILLS AND KNOWLEDGE, 3. PROJECT MANAGEMENT, AND 4. PROJECT OUTCOMES.1. PROJECT OUTPUTS AND PARTICIPANT DEMOGRAPHICS WERE BASED ON DATA COLLECTED DURING THE SESSIONS AND RECORDED BY THE PARTICIPANT OR COORDINATOR. 2. PARTICIPANT SKILLS AND KNOWLEDGE WERE ASSESSED PRE AND POST TRAINING. THESE MEASURES WERE SELF-REPORT MEASURES, AND THE LIKERT SCALES WERE CONSTRUCTED TO ALIGN WITH THE EXPECTED COMPETENCIES INTEGRATED INTO THE TECHNOLOGY AND WEB-DESIGN CURRICULUM. 3. PROJECT MANAGEMENT WAS ASSESSED USING DATA INCLUDING: (A) LEARNING ENVIRONMENT ASSESSMENT BY PARTICIPANTS AFTER EACH SESSIONS, AND (B) TRAINER EVALUATIONS AFTER EACH SESSION.4. THE FINAL OUTCOME OF THE PROJECT IS BASED ON ANNUAL DATA INCLUDING EVALUATIONS. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $2,877,860 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 28 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Subtotal Spent | $2,877,860 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $2,877,860 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKADE CONSULTING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 FRANKLIN STREET | AddressLine1Txt |
| City | SCHENECTADY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONATHON AGENT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $99,309 | GrossReceiptsAmt |
| Retained By Contractor | $16,482 | RetainedByContractorAmt |
| Net To Organization | $82,827 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $99,309 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $16,482 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $82,827 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CENTENNIAL DINNER | Event1Nm |
| Gross Receipts Event1 | $370,799 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $351,499 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,300 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,869 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $22,031 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $14,167 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,878 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $370,799 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $351,499 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,300 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,869 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $22,031 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $14,167 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,878 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $56,945 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$37,645 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PAID STOCKADE CONSULTING GROUP TO ACT AS OUR ANNUAL FUND PHONATHON AGENTS. AS SUCH, STOCKADE CONSULTING GROUP CONTACTED ALUMNI, PARENTS, AND FRIENDS OF THE UNIVERSITY SOLICITING PLEDGES OF FINANCIAL SUPPORT OF OUR INSTITUTIONAL MISSION. IN PARTICULAR, THEY SOUGHT GIFTS IN SUPPORT OF THE MARYWOOD SCHOLARSHIP FUND TO PROVIDE RESOURCES TO UNDERWRITE FINANCIAL AID AND SCHOLARSHIP AWARDS MADE BY THE UNIVERSITY TO DESERVING STUDENTS. IN THE COURSE OF THEIR WORK, STOCKADE CONSULTING GROUP ADVISED THESE SUPPORTERS OF NEW AND EXCITING CHANGES TO PROGRAMS AND FACILITIES AT MARYWOOD. IN ADDITION, THEY OBTAINED INFORMATION CONCERNING CHANGES TO BIOGRAPHIC AND DEMOGRAPHIC INFORMATION OF THE INDIVIDUALS CALLED. STOCKADE CONSULTING GROUP ACTED STRICTLY IN THE ROLE OF OUR AGENT IN SECURING PLEDGES OF SUPPORT. THE PROCESSING OF ALL PLEDGE PAYMENTS AND CREDIT CARD TRANSACTIONS WERE HANDLED BY UNIVERSITY EMPLOYEES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| SPONSORED SCHOLARSHIPS | 956 | $549,113 | CASH |
| NON-SPONSORED SCHOLARSHIPS | 2035 | $28,834,607 | CASH |
| STUDENT AID | 2722 | $537,214 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE OFFICE OF FINANCIAL AID DETERMINES ELIGIBILITY OF EACH STUDENT WHO APPLIES FOR FINANCIAL AID, USING FORMULAS AND CRITERIA PROMULGATED BY VARIOUS FEDERAL, STATE, AND LOCAL GOVERNMENTAL BODIES, AS WELL AS MARYWOOD'S INTERNALLY ESTABLISHED RULES AND PROCEDURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANN BOLAND-CHASE | ||||||||||||||
| VP FOR ENROLLMENT MANAGEMENT | $144,843 | $0 | $0 | $0 | $0 | $0 | $7,556 | $0 | $14,234 | $0 | $166,633 | $0 | $0 | $0 |
| JOSEPH X GARVEY JR | ||||||||||||||
| VP FOR BUSINESS AFFAIRS/TR | $172,968 | $0 | $0 | $0 | $0 | $0 | $8,867 | $0 | $14,096 | $0 | $195,931 | $0 | $0 | $0 |
| DR ALAN LEVINE | ||||||||||||||
| VP FOR ACADEMIC AFFAIRS | $176,973 | $0 | $0 | $0 | $0 | $0 | $9,102 | $0 | $16,122 | $0 | $202,197 | $0 | $0 | $0 |
| COLLIER PARKER | ||||||||||||||
| DEAN, CREATIVE AND PERFORMING | $137,740 | $0 | $0 | $0 | $0 | $0 | $7,182 | $0 | $15,733 | $0 | $160,655 | $0 | $0 | $0 |
| DR CHRISTOPHER SPEICHER | ||||||||||||||
| ASSOCIATE PROFESSOR | $149,284 | $0 | $0 | $0 | $0 | $0 | $7,503 | $0 | $2,168 | $0 | $158,955 | $0 | $0 | $0 |
| DR MARK RODGERS | ||||||||||||||
| DEAN, HEALTH/HUMAN SERVICES | $132,292 | $0 | $0 | $0 | $0 | $0 | $7,082 | $0 | $15,174 | $0 | $154,548 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | MARYWOOD'S PRESIDENT, SR. ANNE MUNLEY, LIVES IN HOUSING OWNED BY MARYWOOD, SPECIFICALLY FOR THE PRESIDENT. THIS HOUSING ALLOWANCE IS EXCLUDABLE FROM INCOME UNDER IRC SECTION 119. BECAUSE SISTER'S CONGREGATION TAKES A VOW OF POVERTY, ALL OF HER INCOME RELATED TO HER WORK FOR MARYWOOD GOES DIRECTLY TO THE CONGREGATION, AND IS THEREFORE NOT TAXABLE TO SISTER ANNE. | ExplanationTxt |
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 EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 70917N4Q4 | 2005-04-15 | $11,447,049 | SERIES B OF 2005 - TO REF'D 1999 D4 BNDS; FIN CONSTR OF ATH FAC; FND DBT SVC | 0 | 0 | 0 |
| PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 232243852 | 70917RAZ8 | 2005-12-15 | $12,567,509 | SERIES C OF 2005 - TO FIN RENOV OF RES HALL; FIN VAR CAP IMP; FND DBT SVC | 0 | 0 | 0 |
| THE ABINGTON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| C | 231708665 | 003642AH8 | 2007-01-04 | $14,991,657 | SERIES OF 2007 - TO FIN RENOV OF RESIDENCE HALL & OTHER CAP IMPROVMENTS | 0 | 0 | 0 |
| (no name) | ||||||||
| A | ||||||||
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,270,000 | $11,460,693 | $544,940 | $393,943 | $161,197 | $323,210 | $9,759,679 | $700,000 | 2006 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $1,475,000 | $12,590,428 | $626,884 | $242,819 | $176,557 | $341,441 | $11,506,871 | 2007 | 0 | 0 | Yes (1) | Yes (1) | |
| C | $605,000 | $14,997,303 | $505,097 | $462,804 | $205,201 | $274,787 | $13,887,085 | 2008 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 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 | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AIG | ||||||||||
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 |
| AIG | ||||||||||
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 |
| AIG | ||||||||||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART II LINE 3: | FormAndLineReferenceDesc |
| Explanation | PROCEEDS REPORTED ON PART II LINE 3 ARE HIGHER THAN PROCEEDS REPORTED IN PART I DUE TO INTEREST EARNED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,394 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | EXPERT APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,472 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,667 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $598,208 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLICLY TRADED STOCK | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (9 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | BILLBOARD ADVERTISEMENT | 1 | $8,000 | COST |
| Yes (X) | HOSTED EVENTS | 2 | $1,630 | COST |
| Yes (X) | ORGAN & SHEET MUSIC | 1 | $1,524 | COST |
| Yes (X) | TENT RENTAL | 1 | $1,380 | COST |
| Yes (X) | GIFT BASKETS & CERTIFICATES | 7 | $990 | FMV |
| Yes (X) | AUDIO SERVICES | 1 | $500 | COST |
| Yes (X) | GARDEN SUPPLIES | 1 | $350 | COST |
| Yes (X) | SPORTS TICKETS & MEMORABILIA | 2 | $294 | FMV |
| Yes (X) | THERAPY MATERIALS FOR SPEECH LANGUAGE | 1 | $147 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | PENN SECURITY BANK & TRUST COMPANY RECEIVES ALL STOCK CONTRIBUTIONS AND IMMEDIATELY SELLS THEM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | VIRGINIA SHIELDS AND PAULA SHIELDS ARE BOTH BOARD MEMBERS. PAULA IS VIRGINIA'S DAUGHTER. |
| FORM 990, PART VI, SECTION A, LINE 3 | CHARTWELLS MANAGES DINING SERVICES; CONCORD INVESTMENTS ADVISES AS TO MARYWOOD'S ENDOWMENT FUND INVESTING; FOLLETT MANAGES MARYWOOD'S BOOKSTORE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE MARYWOOD UNIVERSITY CORPORATION ARE SIX MEMBERS OF THE SISTERS, SERVANTS OF THE IMMACULATE HEART OF MARY. |
| FORM 990, PART VI, SECTION A, LINE 7A | ARTICLE I, SECTION 4 OF THE MARYWOOD UNIVERSITY BYLAWS STATES: "THE MEMBERS OF THE CORPORATION SHALL HAVE THE RIGHT, BY MAJORITY VOTE, TO ELECT TRUSTEES. THEY SHALL HAVE THE RIGHT OF APPROVAL, BY MAJORITY VOTE, OF ACTIONS OF THE BOARD OF TRUSTEES RELATING TO CHANGES IN INSTITUTIONAL PURPOSE AND PHILOSOPHY; APPOINTMENT OF THE PRESIDENT OF THE UNIVERSITY; ACQUISITION, DISPOSITION, ENCUMBRANCE, OR LEASE OF REAL PROPERTY OF THE INSTITUTION; CONSTRUCTION OF NEW BUILDINGS; DISSOLUTION, MERGER, OR CONSOLIDATION OF THE INSTITUTION WITH ANOTHER CORPORATION; AMENDMENTS TO THE BYLAWS; AND DISPOSITION OF PROPERTY UPON DISSOLUTION." |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS OF THE MARYWOOD UNIVERSITY SHALL HAVE THE RIGHT, BY MAJORITY VOTE, TO ELECT TRUSTEES. THEY SHALL HAVE THE RIGHT OF APPROVAL, BY MAJORITY VOTE, OF ACTIONS OF THE BOARD OF TRUSTEES RELATING TO CHANGES IN INSTITUTIONAL PURPOSE AND PHILOSOPHY; APPOINTMENT OF THE PRESIDENT OF THE UNIVERSITY; ACQUISITION, DISPOSITION, ENCUMBRANCE, OR LEASE OF REAL PROPERTY OF THE INSTITUTION; CONSTRUCTION OF NEW BUILDINGS; DISSOLUTION, MERGER, OR CONSOLIDATION OF THE INSTITUTION WITH ANOTHER CORPORATION; AMENDMENTS TO THE BYLAWS; AND DISPOSITION OF PROPERTY UPON DISSOLUTION. FROM 2006 TO 2010, THE (SIX) MEMBERS OF THE MARYWOOD UNIVERSITY CORPORATION INCLUDED SISTER MARY PERSICO, PRESIDENT OF THE IHM CONGREGATION; SISTER MARY JO GALLAGHER, VICE PRESIDENT OF THE IHM CONGREGATION; SISTER KATHRYN CLAUSS, COUNCILOR; SISTER SUSAN HADZIMA, COUNCILOR; BARBARA JABLONSKI, COUNCILOR; AMY ZYCHAL, COUNCILOR FROM 2010 TO 2014, THE (FIVE) MEMBERS OF THE MARYWOOD UNIVERSITY CORPORATION INCLUDE SISTER THERESE O'ROURKE, PRESIDENT OF THE IHM CONGREGATION; SISTER ELLEN MARONEY, VICE PRESIDENT OF THE IHM CONGREGATION; SISTER ROSEMARY GOULET, COUNCILOR; SISTER CHRISTINE KOELLHOFFER, COUNCILOR; SISTER ELLEN CARNEY, COUNCILOR. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS FIRST REVIEWED BY THE ASSISTANT TREASURER & CONTROLLER, AND THE VP OF BUSINESS AFFAIRS AND TREASURER. ONCE THIS PROCESS IS COMPLETE, THE FINAL DRAFT IS MADE AVAILABLE TO THE BOARD OF TRUSTEES PRIOR TO FILING THE FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE DISTRIBUTED AT THE ANNUAL MEETING, IN APRIL, OF THE BOARD OF TRUSTEES. THE SECRETARY AND THE GENERAL COUNSEL REVIEW EACH CONFLICT OF INTEREST FORM. THE SECRETARY OF THE UNIVERSITY ASSURES THAT A CONFLICT OF INTEREST STATEMENT IS RECEIVED FROM EACH MEMBER BY THE FOLLOWING JULY 1. THE FILE OF FORMS IS KEPT IN THE OFFICE OF THE SECRETARY OF THE UNIVERSITY. ARTICLE XIV OF THE UNIVERSITY'S BYLAWS REQUIRES THAT THE MINUTES OF ANY MEETING IN WHICH A TRUSTEE MAY HAVE A CONFLICT OF INTEREST MUST REFLECT THAT A DISCLOSURE OF SUCH CONFLICT WAS MADE, AND THAT THE TRUSTEE HAVING SAID CONFLICT ABSTAINED FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN INDEPENDENT CONSULTING FIRM, AFTER PERFORMING DUE DILIGENCE IN STUDYING COMPARATIVE SALARIES AND OTHER ECONOMIC FACTORS, RECOMMENDS A SALARY AMOUNT FOR THE PRESIDENT OF THE UNIVERSITY TO THE EXECUTIVE OFFICERS OF THE BOARD OF TRUSTEES. THE RECOMMENDATIONS ARE DOCUMENTED IN THE BOARD OF TRUSTEES MEETING MINUTES AS WELL AS WITH HUMAN RESOURCES. THE COMMITTEE OF EXECUTIVE OFFICERS, AFTER DELIBERATION AND CONSIDERATION, APPROVES THE PRESIDENT'S SALARY. THE PRESIDENT OF THE UNIVERSITY THEN SETS THE SALARIES OF THE SENIOR ADMINISTRATIVE OFFICERS, WITH APPROVAL OF THE EXECUTIVE OFFICERS OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENTS -93,119. UNREALIZED LOSS ON INTEREST RATE SWAP -29,044. |
| FORM 990, PART VII: | CERTAIN OFFICERS ARE NOT DIRECTLY COMPENSATED BY THE UNIVERSITY. THE UNIVERSITY PAYS THE CONGREGATION OF THE SISTERS, SERVANTS OF IMMACULATE HEART OF MARY ("IHM") ON BEHALF OF SISTER ANNE MUNLEY, PRESIDENT. MARYWOOD UNIVERSITY PAID IHM $288,883 ON BEHALF OF SISTER ANNE MUNLEY FOR HER ROLE AS PRESIDENT. |
| SCHEDULE K, PART IV, LINE 5: | THE DEBT SERVICE RESERVE FUNDS WERE INVESTED IN A GIC. THE GIC'S WERE TERMINATED DUE TO A DOWNGRADE IN AIG'S INVESTMENT RATING ON SEPTEMBER 16, 2008. THE DEBT SERVICE RESERVE FUND'S WERE SUBSEQUENTLY RE-INVESTED IN CERTIFICATE'S OF DEPOSIT WITH M&T BANK. |
| SCHEDULE K, PART IV, LINE 6: | THE PROCEEDS WERE INVESTED IN SLUGS, WHICH EARNED LESS THAN THE BOND ISSUE INTEREST RATE, AND THEREFORE NO ARBITRAGE WAS EARNED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONGREGATION OF THE SISTERS SERVANTS OF THE IMMACULATE HEART | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | IHM CENTER 2300 ADAMS AVENUE | AddressLine1Txt |
| City | SCRANTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | RELIGIOUS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |