CHATHAM UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHATHAM UNIVERSITY (EIN 25-0717890)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-08
- IRS object ID
- 201721289349300102
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T05:30:28-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | 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 | 250717890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHATHAM UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAT | BusinessNameControlTxt |
| Phone | 4123651100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WOODLAND ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER FOWLER | PersonNm |
| Person Title | SENIOR VP FINANCE & ADMIN | PersonTitleTxt |
| Phone | 4123651100 | PhoneNum |
| Signature | 2017-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | 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 | DR DAVID L FINEGOLD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WOODLAND ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $79,906,934 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHATHAM.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVISION OF UNDERGRADUATE AND GRADUATE EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 1578 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | -$43,103 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$108,407 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,271,722 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,855,135 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,135,812 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,650,961 | CYProgramServiceRevenueAmt |
| PY Investment Income | $250,609 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,809,894 | CYInvestmentIncomeAmt |
| PY Other Revenue | $134,841 | PYOtherRevenueAmt |
| CY Other Revenue | $537,174 | CYOtherRevenueAmt |
| PY Total Revenue | $59,792,984 | PYTotalRevenueAmt |
| CY Total Revenue | $63,853,164 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,095,833 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,290,896 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,530,728 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,714,969 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $96,360 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $96,869 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,558,945 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,934,350 | PYOtherExpensesAmt |
| CY Other Expenses | $24,496,572 | CYOtherExpensesAmt |
| PY Total Expenses | $59,657,271 | PYTotalExpensesAmt |
| CY Total Expenses | $68,599,306 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $135,713 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,746,142 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $223,355,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $221,864,024 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $81,510,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $86,307,061 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $141,844,336 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $135,556,963 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHATHAM UNIVERSITY PREPARES WOMEN AND MEN TO BE WORLD READY: TO BUILD LIVES OF PURPOSE AND VALUE AND FULFILLING WORK. IN ADDITION TO APPROPRIATE PROFESSIONAL SKILLS AND LIBERAL ARTS LEARNING, CHATHAM BELIEVES THAT WORLD READINESS MEANS BEING AN INFORMED AND ENGAGED CITIZEN IN ONE'S COMMUNITIES; RECOGNIZING AND RESPECTING DIVERSITY OF CULTURE, IDENTITY AND OPINION; AND LIVING SUSTAINABLY ON THE PLANET. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $42,397,630 | ExpenseAmt |
| Grant | $12,290,896 | GrantAmt |
| Revenue | $48,732,296 | RevenueAmt |
| Desc | ACADEMIC AND INSTRUCTIONAL EDUCATION: SEE SCHEDULE OACCREDITED BY THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION, CHATHAM UNIVERSITY IS A COED INSTITUTION THAT GRANTS BACHELOR, MASTER AND DOCTORATE LEVEL DEGREES THROUGH FOUR DISTINCTIVE SCHOOLS AND COLLEGES: THE FALK SCHOOL OF SUSTAINABILITY & ENVIRONMENT (HOUSED WITHIN OUR EDEN HALL CAMPUS, THE WORLD'S FIRST ACADEMIC COMMUNITY BUILT FROM THE GROUND UP FOR THE STUDY AND PRACTICE OF SUSTAINABLE LIVING), THE SCHOOL OF HEALTH SCIENCES, THE SCHOOL OF ARTS, SCIENCE AND BUSINESS AND THE COLLEGE FOR CONTINUING AND PROFESSIONAL STUDIES. STUDENTS CAN CHOOSE FROM OVER 40 UNDERGRADUATE MAJORS AND OVER 25 MASTERS AND DOCTORAL PROGRAMS, AND ONLINE COURSES OF STUDY. THE UNIVERSITY'S TOTAL ENROLLMENT AS OF FALL 2016 WAS 2,110 STUDENTS.STUDENT AND COMMUNITY SERVICES: CHATHAM UNIVERSITY STRIVES TO DEVELOP THE WHOLE STUDENT - BOTH IN AND OUTSIDE THE CLASSROOM. WE OFFER ON- AND OFF-CAMPUS OPPORTUNITIES FOR PROFESSIONAL SKILL-BUILDING AND EXPERIENTIAL LEARNING. INTERNSHIPS AND MENTORSHIPS OFFER SUPPORT AND OUR INNOVATIVE FOUR PHASES TO YOUR FUTURE WORKS WITH STUDENTS STARTING IN THEIR FIRST YEAR TO EXPLORE THEIR INTERESTS AND PURSUE THEIR GOALS. STUDENT AFFAIRS PLAY AN INTEGRAL ROLE IN HELPING OUR STUDENTS ENHANCE THEIR PHYSICAL, MENTAL, AND SOCIAL WELL-BEING. STUDENTS HAVE A VARIETY OF OPPORTUNITIES HIGHLIGHTED IN THE ANNUAL ACTIVITIES CALENDAR FEATURING OVER 300 EVENTS AND HAPPENINGS THROUGHOUT THE YEAR. CHATHAM OFFERS A NCAA DIVISION III ATHLETIC PROGRAM FEATURING NINE WOMEN'S AND EIGHT MEN'S VARSITY SPORTS ANCHORED OUT OF OUR IMPRESSIVE 78,000 SQUARE FOOT ATHLETIC AND FITNESS CENTER. STUDENTS LIVING ON CAMPUS ARE WELCOMED INTO A LIVING AND LEARNING ENVIRONMENT WHERE WELLNESS AND A STRONG SENSE OF COMMUNITY PREVAIL. CHATHAM HAS BEEN SELECTED AS ONE OF ONLY 21 UNIVERSITIES FOR THE PRINCETON REVIEW'S GREEN HONOR ROLL, WHICH RECOGNIZES THE MOST ENVIRONMENTALLY RESPONSIBLE COLLEGES ACROSS THE UNITED STATES. CHATHAM EARNED A PERFECT GREEN RATING SCORE 99 OUT OF 99, WHICH MEASURES "A SCHOOL'S PERFORMANCE AS AN ENVIRONMENTALLY AWARE AND PREPARED INSTITUTION"FOR FIVE CONSECUTIVE YEARS, CHATHAM UNIVERSITY HAS BEEN ADMITTED TO THE PRESIDENT'S HIGHER EDUCATION COMMUNITY SERVICE HONOR ROLL (2011, 2012, 2013, 2014, 2015) FOR ENGAGING ITS STUDENTS, FACULTY, AND STAFF IN MEANINGFUL SERVICE THAT ACHIEVES MEASURABLE RESULTS IN THE COMMUNITY. A HEALTH AND COUNSELING CENTER ASSISTS STUDENTS IN NEED AND PROVIDES AN OPPORTUNITY FOR STUDENTS TO BETTER THEMSELVES THROUGH MANY PROGRAMS AND SERVICES.LIBRARY SERVICES: THE JENNIE KING MELLON LIBRARY HAS ADDED NEW RESOURCES THAT SUPPORT THE LEARNING AND TEACHING MISSION OF CHATHAM UNIVERSITY, INCLUDING A NUMBER OF FULL-TEXT JOURNAL DATABASES. THE LIBRARY STAFF CONTINUES TO DEVOTE SIGNIFICANT AMOUNTS OF TIME TO RESEARCH CONSULTATIONS. THE ARCHIVE COLLECTION HAS BENEFITTED FROM ENDOWED SUPPORT AND INCREASED STAFF HOURS TO AID IN DOCUMENTATION, ORGANIZATION, AND PRESERVATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,685,125 | ExpenseAmt |
| Revenue | $5,918,665 | RevenueAmt |
| Desc | AUXILIARY SERVICES: SEE SCHEDULE OIN MAY 2008, THE UNIVERSITY RECEIVED THE 388-ACRE EDEN HALL FARM CAMPUS AS A GIFT FROM THE EDEN HALL FOUNDATION. LOCATED NORTH OF PITTSBURGH IN RICHLAND TOWNSHIP AND APPROXIMATELY 45 MINUTES FROM CHATHAM'S HISTORIC SHADYSIDE CAMPUS, EDEN HALL CAMPUS IS HOME TO OUR FALK SCHOOL OF SUSTAINABILITY & ENVIRONMENT, AND OFFERS UNDERGRADUATE AND GRADUATE DEGREE PROGRAMS AS WELL AS PROGRAMMING FOR THE SURROUNDING COMMUNITIES. THE UNIVERSITY OWNS THE OLDEST CIVIL WAR-ERA HOME ON FIFTH AVENUE, THE HOWE-CHILDS GATE HOUSE, WHICH NOW SERVES AS A GUEST HOUSE FOR UNIVERSITY VISITORS AS WELL AS HEADQUARTERS FOR THE CAMPUS ARBORETUM. THE UNIVERSITY IS HOME TO THE OLKES COLLECTION OF AFRICAN ART, ONE OF THE MOST SIGNIFICANT COLLECTIONS OF AFRICAN TRIBAL ART IN THE TRISTATE REGION. THE UNIVERSITY HOSTS NUMEROUS EVENTS ON CAMPUS INCLUDING: PROGRAMS FOR WOMEN IN BUSINESS AND POLITICS SPONSORED BY THE CENTER FOR WOMEN'S ENTREPRENEURSHIP AND PENNSYLVANIA CENTER FOR WOMEN IN POLITICS; A NUMBER OF GLOBAL FOCUS EVENTS; AND VARIOUS PERFORMING AND VISUAL ARTS EVENTS HELD THROUGHOUT THE ACADEMIC YEAR THAT ARE FREE AND OPEN TO THE PUBLIC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45,082,755 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2630 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1578 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER LUNDY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4123651100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WOODLAND ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| G NICHOLAS BECKWITH III | |||||||||
| TRUSTEE | 3.00 | 1.00 | Yes (X) | $0 | $15,000 | $0 | |||
| BROOKS BROADHURST | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE R BROWN | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE BURGER | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE CALGARO | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA H CARSON | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLA CASTAGNERO | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRI P DEAN | |||||||||
| TRUSTEE (EXITED 10/2015) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SIGO FALK | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI FENTON | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA FISHER | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDDIE FU MD DSC HON | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EVELYN FREEMAN PHD | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE TURAN GEORGE | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN H GREER | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE P HOLDER | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CORDELIA SURAN JACOBS | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH JUGOVIC | |||||||||
| TRUSTEE (ENTERED 05/2016) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNE LAIPSON | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARADHNA OLIPHANT | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY J SIMONDS | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW STOCKEY | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY B TEMPLETON ESQ | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE WESTBROOK VANKIRK | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY FOLLETT WAICHLER | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER POTTER WINTON | |||||||||
| CHAIR | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JANE G MURPHY PHD | |||||||||
| VICE CHAIR | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| S MURRAY RUST III | |||||||||
| VICE CHAIR | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KENT MCELHATTAN | |||||||||
| TREASURER | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| W DUFF MCCRADY | |||||||||
| SECRETARY | 3.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR ESTHER L BARAZZONE | |||||||||
| PRESIDENT | 70.00 | 0.00 | Yes (X) | $570,162 | $0 | $54,631 | Yes (X) | ||
| WALTER B FOWLER | |||||||||
| SR. VP-FINANCE & ADMIN | 60.00 | 0.10 | $246,382 | $0 | $42,338 | Yes (X) | |||
| DARLENE G MOTLEY | |||||||||
| DEAN, SCHOOL OF ARTS, SCIENCE & BUS. | 60.00 | 0.00 | $188,915 | $0 | $36,792 | Yes (X) | |||
| JENNA TEMPLETON | |||||||||
| VP OF ACADEMIC AFFAIRS | 60.00 | 0.00 | $168,704 | $0 | $34,973 | Yes (X) | |||
| AMY BECHER | |||||||||
| VP FOR ENROLLMENT MANAGEMENT | 60.00 | 0.00 | $150,215 | $0 | $21,091 | Yes (X) | |||
| WILLIAM T CAMPBELL | |||||||||
| VP MARKETING & COMMUNICATION | 60.00 | 0.00 | $162,402 | $0 | $33,325 | Yes (X) | |||
| PAUL D STEINHAUS | |||||||||
| CIO, DIRECTOR OF INFO TECH | 60.00 | 0.00 | $135,978 | $0 | $30,081 | Yes (X) | |||
| PATRICIA DOWNEY | |||||||||
| DEAN, SCHOOL OF HEALTH SCIENCES | 60.00 | 0.00 | $147,052 | $0 | $28,487 | Yes (X) | |||
| PETER WALKER | |||||||||
| DEAN, FALK SCHOOL FOR SUSTAINABILITY | 60.00 | 0.00 | $201,090 | $0 | $37,376 | Yes (X) | |||
| ZAUYAH WAITE | |||||||||
| VP STUDENT AFFAIRS/DEAN OF STUDENTS | 60.00 | 0.00 | $132,705 | $0 | $22,475 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,103,605 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $341,569 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOTA CONSTRUCTION | |||||
| 80 UNION AVENUE | BELLEVUE | PA | 15202 | GENERAL CONTRACTOR | $14,863,834 |
| PARKHURST DINING SERVICES | |||||
| PO BOX 644091 | PITTSBURGH | PA | 15264 | FOOD SERVICE | $2,485,387 |
| INSIGHT INVESTMENTS LLC | |||||
| 260 N CHARLES LINDGERG | SALT LAKE CITY | UT | 84116 | LEASING COMPANY | $877,949 |
| MITHUN | |||||
| PIER 56 1201 ALASKAN WAY 200 | SEATTLE | WA | 98101 | ARCHITECT | $820,229 |
| RICOH USA INC | |||||
| PO BOX 827577 | PHILADELPHIA | PA | 19182 | MANAGED PRINT SERVICES | $414,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $213,697 | RelatedOrganizationsAmt |
| Government Grants | $966,922 | GovernmentGrantsAmt |
| All Other Contributions | $5,674,516 | AllOtherContributionsAmt |
| Noncash Contributions | $1,942,550 | NoncashContributionsAmt |
| Total Contributions | $6,855,135 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 900099 | $48,732,296 | $48,732,296 |
| AUXILIARY ENTERPRISES | 900099 | $5,918,665 | $5,918,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,650,961 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,082,059 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$40,459 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,122,518 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,409,290 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,872,116 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $537,174 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $537,174 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,644 | UnrelatedBusinessRevenueAmt |
| Exclusion | $539,818 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,909,489 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,181,654 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $727,835 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $727,835 | TotalRevenueColumnAmt |
| Exclusion | $727,835 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,853,164 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,650,961 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$43,103 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,390,171 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,414 | TotalAmt |
| Program Services | $25,414 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,265,482 | TotalAmt |
| Program Services | $12,265,482 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,963,833 | TotalAmt |
| Program Services | $1,230,641 | ProgramServicesAmt |
| Management And General | $664,523 | ManagementAndGeneralAmt |
| Fundraising | $68,669 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,264,978 | TotalAmt |
| Program Services | $15,873,405 | ProgramServicesAmt |
| Management And General | $7,501,646 | ManagementAndGeneralAmt |
| Fundraising | $889,927 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,718,327 | TotalAmt |
| Program Services | $1,151,922 | ProgramServicesAmt |
| Management And General | $494,258 | ManagementAndGeneralAmt |
| Fundraising | $72,147 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,953,968 | TotalAmt |
| Program Services | $1,062,277 | ProgramServicesAmt |
| Management And General | $835,171 | ManagementAndGeneralAmt |
| Fundraising | $56,520 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,813,863 | TotalAmt |
| Program Services | $1,220,250 | ProgramServicesAmt |
| Management And General | $523,525 | ManagementAndGeneralAmt |
| Fundraising | $70,088 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,763 | TotalAmt |
| Management And General | $355,763 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,300 | TotalAmt |
| Management And General | $109,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,111 | TotalAmt |
| Program Services | $46,111 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,869 | TotalAmt |
| Fundraising | $96,869 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,880 | TotalAmt |
| Management And General | $137,880 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,850,712 | TotalAmt |
| Program Services | $1,947,225 | ProgramServicesAmt |
| Management And General | $3,813,137 | ManagementAndGeneralAmt |
| Fundraising | $90,350 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,543,055 | TotalAmt |
| Program Services | $1,393,519 | ProgramServicesAmt |
| Management And General | $149,536 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,491 | TotalAmt |
| Program Services | $365,390 | ProgramServicesAmt |
| Management And General | $190,957 | ManagementAndGeneralAmt |
| Fundraising | $88,144 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,812,629 | TotalAmt |
| Management And General | $2,812,629 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,930 | TotalAmt |
| Program Services | $528,122 | ProgramServicesAmt |
| Management And General | $175,075 | ManagementAndGeneralAmt |
| Fundraising | $53,733 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,771 | TotalAmt |
| Program Services | $51,865 | ProgramServicesAmt |
| Management And General | $89,357 | ManagementAndGeneralAmt |
| Fundraising | $7,549 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,949 | TotalAmt |
| Management And General | $1,898,949 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,378,921 | TotalAmt |
| Program Services | $5,171,937 | ProgramServicesAmt |
| Management And General | $206,984 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,786 | TotalAmt |
| Program Services | $32,000 | ProgramServicesAmt |
| Management And General | $887,786 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACADEMIC DEPT PROGRAMS | $1,770,015 | $1,581,326 | $186,897 | $1,792 |
| SUPPLIES EXPENSE | $806,432 | $320,586 | $460,745 | $25,101 |
| TAXES | $458,493 | $458,493 | ||
| INTERNAL FOOD SERVICE | $433,961 | $354,030 | $65,386 | $14,545 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,373 | TotalAmt |
| Program Services | $461,253 | ProgramServicesAmt |
| Management And General | -$60,391 | ManagementAndGeneralAmt |
| Fundraising | $23,511 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,599,306 | TotalAmt |
| Program Services | $45,082,755 | ProgramServicesAmt |
| Management And General | $21,957,606 | ManagementAndGeneralAmt |
| Fundraising | $1,558,945 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,574,874 | BOYAmt |
| EOY | $8,006,878 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,507,534 | BOYAmt |
| EOY | $3,687,775 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,159,919 | BOYAmt |
| EOY | $3,312,333 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,458 | BOYAmt |
| EOY | $636,702 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,330 | BOYAmt |
| EOY | $585,569 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $200,361,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $72,782,640 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,955,230 | BOYAmt |
| EOY | $127,578,508 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,474,955 | BOYAmt |
| EOY | $45,383,316 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,754,119 | BOYAmt |
| EOY | $28,623,394 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277,814 | BOYAmt |
| EOY | $4,049,549 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,355,233 | BOYAmt |
| EOY | $221,864,024 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,141,568 | BOYAmt |
| EOY | $7,161,765 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,511,474 | BOYAmt |
| EOY | $1,253,872 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,948,104 | BOYAmt |
| EOY | $5,231,433 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,966,757 | BOYAmt |
| EOY | $61,210,349 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,822,894 | BOYAmt |
| EOY | $7,096,769 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,120,100 | BOYAmt |
| EOY | $4,352,873 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,510,897 | BOYAmt |
| EOY | $86,307,061 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,671,592 | BOYAmt |
| EOY | $46,142,419 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,285,510 | BOYAmt |
| EOY | $29,982,286 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,887,234 | BOYAmt |
| EOY | $59,432,258 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,844,336 | BOYAmt |
| EOY | $135,556,963 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,355,233 | BOYAmt |
| EOY | $221,864,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,746,142 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,541,231 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,382,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,614,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,562,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,271,722 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,855,135 | CurrentTaxYearAmt |
| Total | $58,686,701 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,382,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,614,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,562,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,271,722 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,855,135 | CurrentTaxYearAmt |
| Total | $58,686,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,459,718 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,226,983 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,977,227 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,358,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,291,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,621,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,465,123 | CurrentTaxYearAmt |
| Total | $21,713,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $80,400,201 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $257,877,313 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48470 | 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 VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: BEQUEST DATE: 08/11/15 AMOUNT: 290000. DESCRIPTION: BEQUEST DATE: 07/22/15 AMOUNT: 250000. DESCRIPTION: BEQUEST DATE: 04/18/16 AMOUNT: 166150. | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,111 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,111 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $68,553,195 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $68,599,306 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $65,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,078 | CurrentYearMinus1Amt |
| Current Year | $46,111 | CurrentYearAmt |
| Total | $122,189 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,198,856 | BeginningYearBalanceAmt |
| Contributions | $773,289 | ContributionsAmt |
| Investment Earnings Or Losses | -$408,649 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $995,378 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,408,212 | OtherExpendituresAmt |
| Administrative Expenses | $137,880 | AdministrativeExpensesAmt |
| End Year Balance | $79,022,026 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,076,110 | BeginningYearBalanceAmt |
| Contributions | $390,759 | ContributionsAmt |
| Investment Earnings Or Losses | $2,691,612 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $928,220 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,880,720 | OtherExpendituresAmt |
| Administrative Expenses | $150,685 | AdministrativeExpensesAmt |
| End Year Balance | $88,198,856 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,237,881 | BeginningYearBalanceAmt |
| Contributions | $15,727,198 | ContributionsAmt |
| Investment Earnings Or Losses | $9,161,031 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,151,271 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,668,318 | OtherExpendituresAmt |
| Administrative Expenses | $230,411 | AdministrativeExpensesAmt |
| End Year Balance | $89,076,110 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,545,893 | BeginningYearBalanceAmt |
| Contributions | $580,471 | ContributionsAmt |
| Investment Earnings Or Losses | $11,326,850 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,068,395 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,637,542 | OtherExpendituresAmt |
| Administrative Expenses | $122,396 | AdministrativeExpensesAmt |
| End Year Balance | $73,624,881 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,141,399 | BeginningYearBalanceAmt |
| Contributions | $1,941,432 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,836,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $985,836 | GrantsOrScholarshipsAmt |
| Other Expenditures | $607,862 | OtherExpendituresAmt |
| Administrative Expenses | $106,302 | AdministrativeExpensesAmt |
| End Year Balance | $64,545,893 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13240 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22060 | TermEndowmentBalanceEOYPct |
| 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 | $10,059,927 | OtherCostOrOtherBasisAmt |
| Book Value | $10,059,927 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,197,115 | OtherCostOrOtherBasisAmt |
| Book Value | $159,197,115 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,725,561 | OtherCostOrOtherBasisAmt |
| Book Value | $4,725,561 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,378,545 | OtherCostOrOtherBasisAmt |
| Book Value | $26,378,545 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | $72,782,640 | DepreciationAmt |
| Book Value | -$72,782,640 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $127,578,508 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $15,331,834 | F |
| HEDGE FUNDS | $6,610,191 | F |
| REAL ESTATE INVESTMENT FUND | $6,681,369 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $28,623,394 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATION | Desc |
| Amt | $4,352,873 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,352,873 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $52,918,567 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,541,231 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $2,872,116 | OtherRevenueAmt |
| Revenue Not Reported | $1,330,885 | RevenueNotReportedAmt |
| Revenue Subtotal | $51,587,682 | RevenueSubtotalAmt |
| Other Revenues Not Included | $12,265,482 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,265,482 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $63,853,164 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $59,205,940 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,872,116 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,872,116 | ExpensesNotReportedAmt |
| Expenses Subtotal | $56,333,824 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $12,265,482 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,265,482 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $68,599,306 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS, AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. |
| PART III, LINE 4: | THE UNIVERSITY'S COLLECTIONS INCLUDE PAINTINGS, PRINTS, PHOTOGRAPHS, SCULPTURES, DRAWINGS AND WATERCOLORS, AND DECORATIVE ARTS. THESE ITEMS ARE HELD FOR EDUCATIONAL, RESEARCH AND SCIENTIFIC PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS OPERATING EXPENDITURES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTION ITEMS MAINTAINED AND HELD BY THE UNIVERSITY ARE NOT REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. CONTRIBUTED COLLECTION ITEMS INTENDED FOR SALE BY THE UNIVERSITY ARE RECORDED AS AN ASSET AT THEIR ESTIMATED NET REALIZABLE VALUE. |
| PART V, LINE 4: | THE UNIVERSITY'S ENDOWMENT CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED PRIMARILY FOR THE SUPPORT OF ITS MISSION. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE BOARD OF TRUSTEES HAS ELECTED TO BE GOVERNED BY THE COMMONWEALTH OF PENNSYLVANIA'S ACT 141 (ACT 141). ACT 141 PERMITS ELECTION OF A TOTAL RETURN POLICY THAT ALLOWS A NONPROFIT TO CHOOSE TO TREAT A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE ENDOWMENT'S PERMANENTLY RESTRICTED INVESTMENTS AS INCOME EACH YEAR. HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS MUST BE TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS THE AMOUNT. ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES MUST ELECT, IN WRITING, A SPENDING RATE OF BETWEEN 2% AND 7%. FOR THE YEAR ENDED JUNE 30, 2016, THE UNIVERSITY UTILIZED A 7.0% SPENDING RATE, BASED ON A THREE-YEAR AVERAGE OF HISTORICAL ENDOWMENT MARKET VALUES. THE LAST FISCAL YEAR USED TO DETERMINE THE TRANSFER FOR THE FISCAL YEAR ENDED JUNE 30, 2016 WAS THE FISCAL YEAR ENDED JUNE 30, 2015. THE UNIVERSITY CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS THE ORIGINAL VALUE OF GIFTS DONATED TO THE ENDOWMENT AND THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE ENDOWMENT. THE UNDISTRIBUTED AMOUNTS EARNED ARE INCLUDED IN TEMPORARILY RESTRICTED NET ASSETS. IN ACCORDANCE WITH ACT 141, THE UNIVERSITY HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO THE ENDOWMENT. THE UNIVERSITY CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND 2. PRESERVING THE SPENDING POWER OF THE ASSETS 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION 4. COMPLYING WITH APPLICABLE LAWS |
| PART X, LINE 2: | THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC AND HAS FURTHER BEEN DETERMINED TO BE A NONPRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(II) OF THE IRC. ACCORDINGLY, NO PROVISION FOR TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY IS ALSO EXEMPT FROM STATE INCOME TAX UNDER APPLICABLE STATE STATUTES. CHATHAM INVESTMENTS LLC HAS BEEN ORGANIZED AS AN LLC, WHICH IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE TAXABLE INCOME OR LOSS FROM THE RENEWABLE ENERGY MANAGEMENT ACTIVITIES OF CHATHAM INVESTMENTS LLC IS INCLUDED IN THE INCOME TAX RETURN OF THE UNIVERSITY. ACCORDINGLY, ANY INCOME FROM CHATHAM INVESTMENTS LLC THAT IS UNRELATED TO THE EXEMPT PURPOSES OF THE UNIVERSITY IS TREATED AS UNRELATED BUSINESS INCOME ON THE UNIVERSITY'S TAX RETURN. THE UNIVERSITY FOLLOWS THE CODIFICATION TOPIC ON INCOME TAXES. THE TOPIC PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT METHODOLOGY THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN CONSOLIDATED FINANCIAL STATEMENTS. THE UNIVERSITY'S CONSOLIDATED STATEMENTS OF FINANCIAL POSITION AT JUNE 30, 2016 AND 2015 DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS; FURTHER, THE UNIVERSITY HAS NO UNRECOGNIZED TAX BENEFITS. THE UNIVERSITY IS NO LONGER SUBJECT TO EXAMINATION OF ITS TAX RETURNS FOR YEARS BEFORE 2013. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 2,872,116. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | STUDENT SCHOLARSHIPS/FINANCIAL AID 12,265,482. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 2,872,116. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | STUDENT SCHOLARSHIPS/FINANCIAL AID 12,265,482. |
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 RACIALLY NONDISCRIMINATORY POLICY IS REFERENCED IN PRINT DOCUMENTS AND IS PROMINENTLY DISCLOSED ON THE UNIVERSITY'S WEB PAGE. |
| SCHEDULE E, PART I, LINE 6 | CHATHAM UNIVERSITY RECEIVES VARIOUS GRANTS FROM GOVERNMENTAL AGENCIES TO FUND SCHOLARSHIPS AND EDUCATIONAL PROGRAM DEVELOPMENT. IN ADDITION, STUDENTS AT CHATHAM UNIVERSITY RECEIVE FEDERAL AND STATE SPONSORED FINANCIAL AID FOR PAYMENT OF TUITION AND FEES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $4,598,849 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM (GREECE) | EDUCATIONAL ACTIVITIES | $12,028 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM (SWEDEN) | EDUCATIONAL ACTIVITIES | $26,594 |
| SOUTH AMERICA | 0 | 0 | MFA FIELD SEMINAR (PERU) | EDUCATIONAL ACTIVITIES | $52,408 |
| SOUTH AMERICA | 0 | 0 | OT FIELD EXPERIENCE (ECUADOR) | EDUCATIONAL ACTIVITIES | $22,134 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM (INDONESIA) | EDUCATIONAL ACTIVITIES | $45,754 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM (TAIWAN) | EDUCATIONAL ACTIVITIES | $28,301 |
| SOUTH AMERICA | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM (BRAZIL) | EDUCATIONAL ACTIVITIES | $48,135 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | CHATHAM STUDY ABROAD PROGRAM (LONDON & PRAGUE) | EDUCATIONAL ACTIVITIES | $15,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,834,203 | SubtotalSpentAmt |
| Continuation Spent | $15,570 | ContinuationSpentAmt |
| Total Spent | $4,849,773 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCALLISTER & QUINN LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 15TH STREET NW SUITE 590 WEST | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FEDERAL GRANTS AND FOUNDATION SUBMISSIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $96,869 | RetainedByContractorAmt |
| Net To Organization | -$96,869 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $96,869 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$96,869 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, FUNDRAISING ACTIVITIES, LINE 2B(IV), GROSS RECEIPTS: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY DOES NOT TRACK RECEIPTS IN THE MANNER IN WHICH THE GROSS RECEIPTS DIRECTLY RELATED TO THE SERVICES PROVIDED CAN BE IDENTIFIED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHWEITZER FELLOWSHIP PITTSBURGH | ||||||||||
| 5614 ELGIN STREET | PITTSBURGH | PA | 15206 | 463414778 | 501(C)(3) | $10,000 | N/A | N/A | PROGRAM SUPPORT | |
| ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENT | ||||||||||
| 425 SIXTH AVENUE SUITE 1100 | PITTSBURGH | PA | 152191811 | 250965213 | 501(C)(3) | $14,764 | N/A | N/A | PROGRAM SUPPORT | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL GRANTS AND SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 780 | RecipientCnt |
| Cash Grant | $12,265,482 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE OFFICES OF ENROLLMENT MANAGEMENT AND FINANCIAL AID OVERSEE THE AWARDING OF BOTH NEED-BASED FINANCIAL AID AND MERIT-BASED SCHOLARSHIPS. ONCE A STUDENT HAS COMPLETED THE FINANCIAL AID APPLICATION PROCESS AND IS FOUND ELIGIBLE FOR NEED-BASED AND/OR MERIT BASED AID, THE STUDENT WILL RECEIVE A FINANCIAL AID PACKAGE DETAILING THE COMBINATION OF SOURCES USED TO PROVIDE FINANCIAL ASSISTANCE. GRANT FUNDS AWARDED TO STUDENTS ARE APPLIED DIRECTLY TO THEIR STUDENT ACCOUNTS. USAGE IS MONITORED BY VIRTUE OF DIRECT ACCOUNT POSTING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ESTHER L BARAZZONE | ||||||||||||||
| PRESIDENT | $528,715 | $0 | $0 | $0 | $41,447 | $0 | $26,500 | $0 | $28,131 | $0 | $624,793 | $0 | $0 | $0 |
| WALTER B FOWLER | ||||||||||||||
| SR. VP-FINANCE & ADMIN | $241,971 | $0 | $0 | $0 | $4,411 | $0 | $24,784 | $0 | $17,554 | $0 | $288,720 | $0 | $0 | $0 |
| DARLENE G MOTLEY | ||||||||||||||
| DEAN, SCHOOL OF ARTS, SCIENCE & BUS. | $187,173 | $0 | $0 | $0 | $1,742 | $0 | $19,380 | $0 | $17,412 | $0 | $225,707 | $0 | $0 | $0 |
| JENNA TEMPLETON | ||||||||||||||
| VP OF ACADEMIC AFFAIRS | $168,164 | $0 | $0 | $0 | $540 | $0 | $17,500 | $0 | $17,473 | $0 | $203,677 | $0 | $0 | $0 |
| AMY BECHER | ||||||||||||||
| VP FOR ENROLLMENT MANAGEMENT | $149,498 | $0 | $0 | $0 | $717 | $0 | $15,000 | $0 | $6,091 | $0 | $171,306 | $0 | $0 | $0 |
| WILLIAM T CAMPBELL | ||||||||||||||
| VP MARKETING & COMMUNICATION | $161,522 | $0 | $0 | $0 | $880 | $0 | $16,720 | $0 | $16,605 | $0 | $195,727 | $0 | $0 | $0 |
| PAUL D STEINHAUS | ||||||||||||||
| CIO, DIRECTOR OF INFO TECH | $134,787 | $0 | $0 | $0 | $1,191 | $0 | $14,045 | $0 | $16,036 | $0 | $166,059 | $0 | $0 | $0 |
| PATRICIA DOWNEY | ||||||||||||||
| DEAN, SCHOOL OF HEALTH SCIENCES | $145,762 | $0 | $0 | $0 | $1,290 | $0 | $15,000 | $0 | $13,487 | $0 | $175,539 | $0 | $0 | $0 |
| PETER WALKER | ||||||||||||||
| DEAN, FALK SCHOOL FOR SUSTAINABILITY | $199,232 | $0 | $0 | $0 | $1,858 | $0 | $20,500 | $0 | $16,876 | $0 | $238,466 | $0 | $0 | $0 |
| ZAUYAH WAITE | ||||||||||||||
| VP STUDENT AFFAIRS/DEAN OF STUDENTS | $131,690 | $0 | $0 | $0 | $1,015 | $0 | $13,191 | $0 | $9,284 | $0 | $155,180 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DR. ESTHER BARAZZONE SERVES CHATHAM UNIVERSITY IN THE CAPACITY OF CHIEF ADMINISTRATIVE AND EXECUTIVE OFFICER WITH THE TITLE OF PRESIDENT. DR. BARAZZONE HAS SERVED THE UNIVERSITY FOR OVER 22 YEARS. DURING HER TENURE, CHATHAM UNIVERSITY HAS ACHIEVED UNIVERSITY STATUS, ADDED 25 GRADUATE PROGRAMS AND FIVE HIGHLY COMPETITIVE DOCTORAL PROGRAMS, AND HAS CONDUCTED SUCCESSFUL CAPITAL CAMPAIGNS THAT HAVE RAISED OVER $150 MILLION IN TOTAL AND SEEN THE ENDOWMENT GROW FROM $30 MILLION TO MORE THAN $80 MILLION. IN ADDITION, OPERATING DEFICITS WERE ELIMINATED AND STUDENT ENROLLMENT QUADRUPLED. CONSISTENTLY RANKED AMONG THE TOP MASTER'S-LEVEL INSTITUTIONS IN THE NORTHEAST BY U.S. NEWS & WORLD REPORT AND THE PRINCETON REVIEW, CHATHAM UNIVERSITY IS ALSO RANKED IN THE TOP FIVE PERCENT OF GRADUATE-INTENSIVE INSTITUTIONS NATIONALLY. MIDDLE STATES COMMISSION ON HIGHER EDUCATION HAS ACCREDITED CHATHAM UNIVERSITY WITH NO EXCEPTIONS. THE PRINCETON REVIEW HAS ALSO RECOGNIZED CHATHAM AS ONE OF THE NATION'S GREENEST INSTITUTIONS WITH INCLUSION ON THEIR "GREEN HONOR ROLL". SCHEDULE J - SUPPLEMENTAL COMPENSATION INFORMATION: BASIC EMPLOYEE BENEFITS (INCLUDING HEALTH BENEFITS, LIFE INSURANCE, AND LONG-TERM CARE INSURANCE) ARE REPORTED ON SCHEDULE J, PART II, COLUMN (D). AS A CONDITION OF THEIR EMPLOYMENT, DR. BARAZZONE AND DR. WAITE ARE REQUIRED TO RESIDE IN UNIVERSITY HOUSING. THE VALUE ATTRIBUTED TO THEIR PERSONAL SPACE IS ALSO REPORTED ON SCHEDULE J, PART II, COLUMN (D) EMPLOYER CONTRIBUTIONS TO THE UNIVERSITY'S 403(B) PLAN, ARE REPORTED IN COLUMN (C). AMOUNTS REPORTED IN COLUMN (B)(III) ALSO INCLUDE INTERNAL REVENUE CODE SECTION 132 BENEFITS PROVIDED BY THE UNIVERSITY TO THE PRESIDENT, CONSISTING OF THE VALUE OF PERSONAL USE OF A UNIVERSITY-PROVIDED AUTOMOBILE AND FINANCIAL CONSULTING SERVICES. THE UNIVERSITY DOES NOT PROVIDE THE PRESIDENT WITH AN EXPENSE ACCOUNT FOR PERSONAL USE. CLUB MEMBERSHIPS: IN ORDER THAT THE PRESIDENT MAY ENTERTAIN POTENTIAL DONORS AND OTHER BUSINESS ASSOCIATES OF THE UNIVERSITY, THE UNIVERSITY PAYS OR REIMBURSES THE PRESIDENT FOR, THE PERIODIC DUES FOR MEMBERSHIP IN THE DUQUESNE CLUB, LONGUE VUE, PITTSBURGH GOLF CLUB AND THE ROLLING ROCK CLUB. DIRECT EXPENSES FOR UTILIZATION OF THE CLUBS IS THE PRESIDENT'S RESPONSIBILITY, EXCEPT WHEN ATTRIBUTABLE TO UNIVERSITY BUSINESS. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MCKEESPORT INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| A | 251448115 | 2008-09-29 | $10,000,000 | CAPITAL PURCHASES AND RENOVATIONS | 0 | 0 | 0 |
| ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY | |||||||
| B | 251650137 | 2012-02-29 | $35,870,000 | SEE DESCRIPTION IN PART VI FOLLOWING | 0 | 0 | 0 |
| ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY | |||||||
| C | 251650137 | 2014-07-16 | $18,000,000 | CONSTRUCTION OF EDEN HALL CAMPUS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | In Reserve FundInReserveFundAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,000,000 | $230,035 | $800,000 | $9,200,000 | 2009 | 0 | 0 | Yes (1) | Yes (1) | ||||
| B | $32,310,000 | $230,000 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $3,560,000 | $2,559,375 | $33,080,625 | ||||
| C | $18,000,000 | $367,054 | $10,815,860 | 0 | 0 | 0 | Yes (1) | $6,817,086 |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | 0 | |||
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 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, BOND ISSUE, BOND (B) | FormAndLineReferenceDesc |
| Explanation | ON FEBRUARY 29, 2012, ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY ISSUED $35,870,000 AGGREGATE PRINCIPAL OF ITS UNIVERSITY REVENUE BONDS SERIES A OF 2012 ON BEHALF OF THE UNIVERSITY FOR THE PURPOSE OF CURRENT REFUNDING OF THE 1998 SERIES A BONDS AND 2002 SERIES A BONDS, AND THE CURRENT AND ADVANCE REFUNDING OF THE 2002 SERIES A BONDS. THE SERIES A OF 2012 BONDS BEAR INTEREST AT RATES RANGING FROM 2.0% TO 5.0%. INTEREST PAYMENTS ARE REQUIRED SEMIANNUALLY. PRINCIPAL PAYMENTS ARE REQUIRED ON SEPTEMBER 1 OF EACH YEAR, WITH THE FINAL PAYMENT DUE ON SEPTEMBER 1, 2035. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKHURST DINING SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $2,991,285 | TransactionAmt |
| Transaction | A BOARD MEMBER OF THE UNIVERSITY HAS A BUSINESS INTEREST IN AND IS EMPLOYED BY PARKHURST DINING SERVICES. PARKHURST PROVIDES ON CAMPUS DINING SERVICES. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,942,550 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF THE CONTRIBUTIONS CHATHAM UNIVERISTY RECEIVED FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED JUNE 30, 2016. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL HAVE AUTHORITY TO ACT FOR THE BOARD OF TRUSTEES ON ALL MATTERS EXCEPT FOR THE FOLLOWING WHICH SHALL BE RESERVED FOR THE BOARD OF TRUSTEES (UNLESS THE BOARD OF TRUSTEES DIRECTS OTHERWISE): PRESIDENTIAL SELECTION AND TERMINATION; TRUSTEE AND BOARD OFFICER SELECTION; CHANGES IN INSTITUTIONAL MISSION AND PURPOSES; CHANGES TO THE CHATER; CHANGES TO THE BYLAWS; INCURRING OF CORPORATE INDEBTEDNESS IN EXCESS OF TEN PERCENT (10%) OF THE COLLEGE'S NET WORTH; SALE OF COLLEGE ASSETS OR TANGIBLE PROPERTY IN EXCESS OF ONE PERCENT (1%) OF THE COLLEGE'S NET WORTH; ADOPTION OF THE ANNUAL BUDGET; AND, CONFERRAL OF DEGREES. IN ADDITION TO ITS AUTHORITY TO TAKE ACTION ON MATTERS WHICH CANNOT OR SHOULD NOT BE DEFERRED TO THE BOARD'S NEXT SCHEDULED MEETING, PROCESS OR PROGRESS ON PLANNING GOALS, THE BOARD'S RESPONSIBILITY TO SUPPORT THE PRESIDENT AND ASSESS HER OR HIS PERFORMANCE AND SHALL REVIEW THE PRESIDENT'S COMPENSATION AND CONDITIONS OF EMPLOYMENT. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING INDIVIDUALS HAVE A BUSINESS RELATIONSHIP BY VIRTUE OF EMPLOYMENT BY OR CO-MEMBERSHIP ON THE BOARD OF DIRECTORS OF AN ENTITY (OR ENTITIES) UNRELATED TO CHATHAM UNIVERSITY: W. DUFF MCCRADY; DR. ESTHER L. BARAZZONE; G. NICHOLAS BECKWITH III; FREDDIE FU, M.D.; DIANE P. HOLDER |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY SENIOR FINANCE MANAGEMENT AND THE PRESIDENT IN DETAIL. THE FORM IS THEN DISCUSSED AND REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FOLLOWING COMMITTEE LEVEL REVIEW, THE APPROVED DOCUMENT IS PROVIDED TO THE FULL MEMBERSHIP OF THE BOARD BEFORE ELECTRONIC SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES SHALL DISCLOSE TO THE BOARD OF TRUSTEES ANY POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. FURTHERMORE, THE TRUSTEE SHALL ABSENT HERSELF OR HIMSELF FROM DISCUSSIONS OF, AND ABSTAIN FROM VOTING ON, SUCH MATTERS UNDER CONSIDERATION BY THE BOARD OF TRUSTEES OR ITS COMMITTEES. THE MINUTES OF SUCH MEETING SHALL REFLECT THAT A DISCLOSURE WAS MADE AND THAT THE TRUSTEE HAVING A CONFLICT, OR POSSIBLE CONFLICT, ABSTAINED FROM VOTING. ANY TRUSTEE WHO IS UNCERTAIN WHETHER A CONFLICT OF INTEREST MAY EXIST IN ANY MANNER MAY REQUEST THE BOARD OF TRUSTEES OR COMMITTEE TO RESOLVE THE QUESTION IN HER OR HIS ABSENCE BY MAJORITY VOTE. ANNUALLY, BOARD MEMBERS AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST DISCLOSURE FORM PROVIDED BY THE SECRETARY OF THE BOARD. THE SIGNED FORM IS THEN FORWARDED TO THE PRESIDENT'S OFFICE AND THE FINANCE DEPARTMENT TO BE LOGGED AND FILED FOR REFERENCE. ANY IDENTIFIED CONFLICTS ARE IMMEDIATELY BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S COMPENSATION IS ESTABLISHED BY THE BOARD OF TRUSTEES THROUGH THE EXECUTIVE OR COMPENSATION COMMITTEE USING INDEPENDENT CONSULTANTS AND DATA FROM PEER INSTITUTIONS. COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES AND IN A WRITTEN EMPLOYMENT CONTRACT. COMPENSATION LEVELS OF ALL EMPLOYEES, INCLUDING DIRECT REPORTS TO THE PRESIDENT, ARE MONITORED BY THE HUMAN RESOURCE DEPARTMENT, THE SENIOR VICE PRESIDENT OF FINANCE AND ADMINISTRATION, VICE PRESIDENT OF ACADEMIC AFFAIRS, AND THE PRESIDENT USING CUPA PEER INSTITUTION COMPARATIVE DATA ON AN ANNUAL BASIS. COMPENSATION INCREASES FOR DIRECT REPORTS TO THE PRESIDENT ARE GENERALLY INCLUDED IN THE ANNUAL MERIT BUDGET INCREASE POOL APPROVED BY THE BOARD OF TRUSTEES. FROM TIME TO TIME, THERE ARE EXTRAORDINARY COMPENSATION ISSUES RELATED TO DIRECT REPORTS TO THE PRESIDENTS AND IN THESE CASES, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES ANY RELATED INCREASES, CONTRACTS, AGREEMENT SIDE LETTERS, OR SPECIAL CONSIDERATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY'S POLICIES, ORGANIZATIONAL DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE UNIVERSITY'S WEBSITE. |
| FORM 990, PART VII, TRUSTEES EMERITI: | THE FOLLOWING INDIVIDUAL IS AN EMERITI TRUSTEE WHO MAY ATTEND ALL MEETINGS OF THE BOARD AND COMMITTEES, BUT SHALL HAVE NO VOTING RIGHTS: HANNAH HONIG KAMIN. |
| FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING: | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE APPOINTMENT OF THE INDEPENDENT ACCOUNTING FIRM ENGAGED TO AUDIT THE UNIVERSITY'S FINANCIAL STATEMENTS ON AN ANNUAL BASIS. IN ADDITION, THE AUDIT COMMITTEE REVIEWS DRAFT FINANCIAL STATEMENTS AND RECEIVES A REPORT ON THE RESULTS OF THE AUDIT FROM THE INDEPENDENT ACCOUNTANT. THE AUDIT COMMITTEE IS ALSO UPDATED REGARDING THE AUDIT BY THE SENIOR VICE PRESIDENT OF FINANCE FOR FINANCE AND ADMINISTRATION AND BY THE ASSISTANT VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHATHAM INVESTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WOODLAND ROAD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901022878 | EIN |
| Primary Activities | TO HOLD OWNERSHIP IN A SOLAR PV PROJECT | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $859,392 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHATHAM UNIVERSITY | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DIETRICH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET SUITE 5360 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364711746 | EIN |
| Primary Activities | SUPPORT, BENEFIT, PERFORM THE FUNCTIONS OF AND CARRY OUT PURPOSES OF C.U. | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | TYPE I | 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 | 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 | 0 | 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 |