EASTERN UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EASTERN UNIVERSITY (EIN 23-1409675)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201601379349305785
- Schema version
- 2014v6.0
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T13:22:55-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 972 Emerson Parkway STE A | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231409675 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eastern University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 6103415922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Eagle Road | AddressLine1Txt |
| City | St Davids | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190873696 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J Pernell Jones | PersonNm |
| Person Title | VP of Finance & Operations | PersonTitleTxt |
| Phone | 6103415922 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David C Moja | PreparerPersonNm |
| PTIN | P00747006 | PTIN |
| Phone | 3178852620 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert Duffett | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Eagle Road | AddressLine1Txt |
| City | St Davids | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190873696 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $96,581,812 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.eastern.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Educational services producing lives of Christian faith, leadership and service | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 1923 | TotalEmployeeCnt |
| Total Volunteers | 49 | TotalVolunteersCnt |
| Total Gross UBI | $701,233 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,368,864 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,905,983 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $78,828,479 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $79,455,480 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,518,251 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,366,814 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,873,269 | PYOtherRevenueAmt |
| CY Other Revenue | $1,618,476 | CYOtherRevenueAmt |
| PY Total Revenue | $88,588,863 | PYTotalRevenueAmt |
| CY Total Revenue | $89,346,753 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,588,151 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,039,101 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,358,912 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,519,260 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $109,716 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $164,920 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,560,012 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,872,689 | PYOtherExpensesAmt |
| CY Other Expenses | $24,434,895 | CYOtherExpensesAmt |
| PY Total Expenses | $88,929,468 | PYTotalExpensesAmt |
| CY Total Expenses | $89,158,176 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$340,605 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $188,577 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $116,799,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,256,455 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,341,675 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,699,060 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,457,812 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,557,395 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Eastern University is a Christian university dedicated through teaching and learning, scholarship, service, spiritual formation, student development, and stewardship to the preparation of undergraduate, theological, and graduate students for thoughtful and productive lives of Christian faith, leadership, and service. Achievement of that mission requires that the University manage effectively and justly the resources with which it is entrusted and that students appropriate and give witness to a Christian world view through action and voice; advance critical thinking, reflection, analysis, and communication skills; develop intellectual curiousity, passion and agility; demonstrate knowledge and competencies in the arts, sciences, and professions; assume responsibility for justice - especially social, political and economic justice; assume responsibility for Godly stewardship of all resources; discern the ethical consequences of decisions and actions. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $60,615,313 | ExpenseAmt |
| Grant | $26,039,101 | GrantAmt |
| Revenue | $69,513,136 | RevenueAmt |
| Desc | Instruction - Expenditures for all activities through which students earn credit toward postsecondary degrees or certificates, and the support services for the delivery of instruction. Includes expenditures for curriculum development, departmental research, education materials (e.g., libraries), laboratories and other services that directly assist the institution's academic functions, faculty development, and academic administration.Academic Support - Funds expended to provide support services for the core, instructional mission of the University including operation of libraries and laboratories, instructional technologies, assessment, and academic administration. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,985,341 | ExpenseAmt |
| Revenue | $10,918,002 | RevenueAmt |
| Desc | Auxiliary and Other Operations - Funds expended for auxiliary enterprises that generally operate as self-supporting programs by charging fees for the provision of goods and services; also includes expenditures for institutional support and plant operations attributable and/or allocable to the programmatic departments of the institution.Student Services - Funds expended for offices of admissions and registrar and those activities that contribute to the emotional and physical wellbeing of students, as well as their intellectual, cultural, and social development outside of the context of the formal instructional environment including student activities, counseling and career guidance, intercollegiate athletics, and student organizations. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $77,600,654 | 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 | 0 | 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 | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 5148 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1923 | 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 | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Pernell Jones | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103415948 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 Eagle Road | AddressLine1Txt |
| City | St Davids | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190873696 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Robert Duffett | ||||||||
| President | 40.00 | Yes (X) | Yes (X) | $84,698 | $0 | $316,530 | ||
| Ardell Thomas | ||||||||
| Board Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| W Donald Gough | ||||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ronald B Evans | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael Mandarino | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Louis Barbarin | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Delores Brisbon | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jacob Chatman | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Steve Clemens | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Danny Cortes | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Albert G Davis Jr | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Rev Richard A Dent | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| E Shepard Farrar | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Dr W Wilson Goode Sr | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Hooker | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lucy Huff | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Algit Joy | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Richardson T Merriman | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Morrison | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Charles A Olson III | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas M Petro | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Frischkorn | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jean Kim | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Richard E Rusbuldt | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael McNamara | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John Sundquist | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dennis Tanner PhD | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John M Templeton Jr MD | ||||||||
| Board Member (part year) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Dr Alyn E Waller | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Zee | ||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Steve O'Hearn | ||||||||
| Board Chair (part year) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kenton Sparks | ||||||||
| VP | 40.00 | Yes (X) | $89,192 | $0 | $83,817 | |||
| Thomas Ridington | ||||||||
| Senior VP | 40.00 | Yes (X) | $169,396 | $0 | $35,764 | |||
| Lisa Titus | ||||||||
| VP for Development | 40.00 | Yes (X) | $50,437 | $0 | $12,000 | |||
| Keith Iddings | ||||||||
| Provost | 40.00 | Yes (X) | $83,063 | $0 | $10,613 | |||
| Betty Ann Brigham | ||||||||
| VP Student Development | 40.00 | Yes (X) | $125,764 | $0 | $10,061 | |||
| J Pernell Jones | ||||||||
| VP - Finance & Operations | 40.00 | Yes (X) | $156,427 | $0 | $33,555 | |||
| Christine Mahan | ||||||||
| VP | 40.00 | Yes (X) | $105,917 | $0 | $8,664 | |||
| Debra Heath-Thornton | ||||||||
| Dean of Graduate Studies | 40.00 | $116,992 | $0 | $18,185 | Yes (X) | |||
| Diana Bacci | ||||||||
| Project Manager ERP | 40.00 | $116,631 | $0 | $18,169 | Yes (X) | |||
| David Black | ||||||||
| Former President | 40.00 | $700,101 | $0 | $18,881 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,798,618 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $566,239 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| Sodexo | |||||
| PO Box 905374 | Charlotte | NC | 28290 | Food Services | $3,082,309 |
| Royall and Company | |||||
| 1920 East Parham Road | Richmond | VA | 23228 | Marketing | $395,807 |
| Tustin Mechanical | |||||
| 2555 Industry Lane | Norristown | PA | 19403 | Contractors | $292,316 |
| Communications Solutions | |||||
| 140 Quaker Lane | Malvern | PA | 19355 | Communication maint. | $251,877 |
| Derck & Edson Associates | |||||
| 33 South Broad Street | Litiz | PA | 17543 | Contractors | $176,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $159,130 | FundraisingAmt |
| Government Grants | $2,003,873 | GovernmentGrantsAmt |
| All Other Contributions | $2,742,980 | AllOtherContributionsAmt |
| Noncash Contributions | $174,818 | NoncashContributionsAmt |
| Total Contributions | $4,905,983 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and fees | 611600 | $69,513,136 | $69,513,136 |
| Auxiliary Income | 611600 | $9,942,344 | $9,942,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $79,455,480 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $582,377 | TotalRevenueColumnAmt |
| Exclusion | $582,377 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $856,079 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $832,079 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $24,000 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,116,177 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,331,740 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,784,437 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,784,437 | TotalRevenueColumnAmt |
| Exclusion | $2,784,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,825 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $159,130 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $71,240 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$58,415 | TotalRevenueColumnAmt |
| Exclusion | -$58,415 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Other income | 900099 | $975,658 | $975,658 | |
| Conferences | 721310 | $677,233 | $677,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,652,891 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,346,753 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80,431,138 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $701,233 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,308,399 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,858 | TotalAmt |
| Program Services | $77,858 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,849,059 | TotalAmt |
| Program Services | $25,849,059 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,184 | TotalAmt |
| Program Services | $112,184 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,573,074 | TotalAmt |
| Management And General | $1,407,898 | ManagementAndGeneralAmt |
| Fundraising | $165,176 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,022 | TotalAmt |
| Program Services | $257,022 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,318,519 | TotalAmt |
| Program Services | $23,618,588 | ProgramServicesAmt |
| Management And General | $3,034,103 | ManagementAndGeneralAmt |
| Fundraising | $665,828 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,538,109 | TotalAmt |
| Program Services | $1,292,764 | ProgramServicesAmt |
| Management And General | $202,916 | ManagementAndGeneralAmt |
| Fundraising | $42,429 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,873,204 | TotalAmt |
| Program Services | $5,006,155 | ProgramServicesAmt |
| Management And General | $746,546 | ManagementAndGeneralAmt |
| Fundraising | $120,503 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,959,332 | TotalAmt |
| Program Services | $1,586,532 | ProgramServicesAmt |
| Management And General | $310,563 | ManagementAndGeneralAmt |
| Fundraising | $62,237 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,506 | TotalAmt |
| Program Services | $4,889 | ProgramServicesAmt |
| Management And General | $43,617 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,560 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $104,060 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,920 | TotalAmt |
| Fundraising | $164,920 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,922 | TotalAmt |
| Management And General | $223,922 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,061,574 | TotalAmt |
| Program Services | $1,797,372 | ProgramServicesAmt |
| Management And General | $213,027 | ManagementAndGeneralAmt |
| Fundraising | $51,175 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,920 | TotalAmt |
| Program Services | $847,947 | ProgramServicesAmt |
| Management And General | $241,446 | ManagementAndGeneralAmt |
| Fundraising | $14,527 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,147,273 | TotalAmt |
| Program Services | $1,442,290 | ProgramServicesAmt |
| Management And General | $609,374 | ManagementAndGeneralAmt |
| Fundraising | $95,609 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,015,821 | TotalAmt |
| Program Services | $872,336 | ProgramServicesAmt |
| Management And General | $1,065,963 | ManagementAndGeneralAmt |
| Fundraising | $77,522 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,832,212 | TotalAmt |
| Program Services | $2,706,317 | ProgramServicesAmt |
| Management And General | $125,645 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,588,198 | TotalAmt |
| Program Services | $1,304,421 | ProgramServicesAmt |
| Management And General | $206,488 | ManagementAndGeneralAmt |
| Fundraising | $77,289 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,708 | TotalAmt |
| Program Services | $134,334 | ProgramServicesAmt |
| Management And General | $18,396 | ManagementAndGeneralAmt |
| Fundraising | $4,978 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,129 | TotalAmt |
| Program Services | $1,242,681 | ProgramServicesAmt |
| Management And General | $373,448 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,903,907 | TotalAmt |
| Program Services | $2,903,907 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,270,430 | TotalAmt |
| Program Services | $2,631,054 | ProgramServicesAmt |
| Management And General | $639,376 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,418 | TotalAmt |
| Program Services | $3,335 | ProgramServicesAmt |
| Management And General | $278,083 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food Service & Dining | $2,711,568 | $2,711,568 | ||
| Bad Debt Expense | $527,499 | $527,499 | ||
| Books/Magazines/Library | $353,862 | $353,841 | $21 | |
| Equip Maint. & Repair | $169,501 | $144,149 | $19,203 | $6,149 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,887 | TotalAmt |
| Program Services | $170,052 | ProgramServicesAmt |
| Management And General | $133,415 | ManagementAndGeneralAmt |
| Fundraising | $11,420 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,158,176 | TotalAmt |
| Program Services | $77,600,654 | ProgramServicesAmt |
| Management And General | $9,997,510 | ManagementAndGeneralAmt |
| Fundraising | $1,560,012 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,167,127 | BOYAmt |
| EOY | $18,898,864 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,250 | BOYAmt |
| EOY | $82,246 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,633,377 | BOYAmt |
| EOY | $3,834,253 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,005,830 | BOYAmt |
| EOY | $2,629,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $110,139,719 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,730,803 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,459,129 | BOYAmt |
| EOY | $54,408,916 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,024,619 | BOYAmt |
| EOY | $27,680,918 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,484,277 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,244 | BOYAmt |
| EOY | $1,222,808 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329,634 | BOYAmt |
| EOY | $2,499,066 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,799,487 | BOYAmt |
| EOY | $111,256,455 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,882,729 | BOYAmt |
| EOY | $4,520,235 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,133,424 | BOYAmt |
| EOY | $1,567,404 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,477,662 | BOYAmt |
| EOY | $36,284,345 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,917 | BOYAmt |
| EOY | $18,189 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,805,943 | BOYAmt |
| EOY | $2,308,887 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,341,675 | BOYAmt |
| EOY | $44,699,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,568,335 | BOYAmt |
| EOY | $37,892,831 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,622,724 | BOYAmt |
| EOY | $2,450,860 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,266,753 | BOYAmt |
| EOY | $26,213,704 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,457,812 | BOYAmt |
| EOY | $66,557,395 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,799,487 | BOYAmt |
| EOY | $111,256,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $188,577 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,088,994 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,002,421 | BeginningYearBalanceAmt |
| Contributions | $638,028 | ContributionsAmt |
| Investment Earnings Or Losses | $335,618 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $718,435 | GrantsOrScholarshipsAmt |
| Other Expenditures | $120,907 | OtherExpendituresAmt |
| Administrative Expenses | $273,247 | AdministrativeExpensesAmt |
| End Year Balance | $28,863,478 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,719,267 | BeginningYearBalanceAmt |
| Contributions | $712,515 | ContributionsAmt |
| Investment Earnings Or Losses | $4,550,766 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $682,678 | GrantsOrScholarshipsAmt |
| Other Expenditures | $105,638 | OtherExpendituresAmt |
| Administrative Expenses | $191,811 | AdministrativeExpensesAmt |
| End Year Balance | $29,002,421 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,771,059 | BeginningYearBalanceAmt |
| Contributions | $235,971 | ContributionsAmt |
| Investment Earnings Or Losses | $3,599,444 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $673,393 | GrantsOrScholarshipsAmt |
| Other Expenditures | $111,542 | OtherExpendituresAmt |
| Administrative Expenses | $102,272 | AdministrativeExpensesAmt |
| End Year Balance | $24,719,267 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,566,374 | BeginningYearBalanceAmt |
| Contributions | $33,997 | ContributionsAmt |
| Investment Earnings Or Losses | $899,980 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $426,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $173,730 | OtherExpendituresAmt |
| Administrative Expenses | $129,062 | AdministrativeExpensesAmt |
| End Year Balance | $21,771,059 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,551,664 | BeginningYearBalanceAmt |
| Contributions | $1,588,635 | ContributionsAmt |
| Investment Earnings Or Losses | $2,963,323 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $304,878 | GrantsOrScholarshipsAmt |
| Other Expenditures | $144,063 | OtherExpendituresAmt |
| Administrative Expenses | $88,307 | AdministrativeExpensesAmt |
| End Year Balance | $21,566,374 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90820 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,017,747 | OtherCostOrOtherBasisAmt |
| Book Value | $11,017,747 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,269,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,845,180 | DepreciationAmt |
| Book Value | $39,424,455 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,327,082 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,017,818 | DepreciationAmt |
| Book Value | $1,309,264 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,525,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,867,805 | DepreciationAmt |
| Book Value | $2,657,450 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,408,916 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities payable | $1,096,860 |
| Student deposits | $548,088 |
| Advances from federal gov't for student loans | $663,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,308,887 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,905,914 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,088,994 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $903,319 | OtherRevenueAmt |
| Revenue Not Reported | -$2,185,675 | RevenueNotReportedAmt |
| Revenue Subtotal | $63,091,589 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $223,922 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $26,031,242 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $26,255,164 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $89,346,753 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $63,806,331 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $903,319 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $903,319 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,903,012 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $223,922 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $26,031,242 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $26,255,164 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $89,158,176 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowment funds are intended to earn investment income and to fund future operations. |
| Part X, Line 2: | Tax benefits from an uncertain tax position are only recognized in the statement of financial position if the tax position is more likely than not to be sustained upon an examination, based on the technical merits of the position. As of June 30, 2015 and 2014, the University had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. The University files information tax returns in the U.S. The University is generally no longer subject to U.S. federal income tax examinations by tax authorities for years before 2012. |
| Part XI, Line 2d - Other Adjustments: | Rent expense included on Part VIII, Line 6b 832,079. Fundraising expense included on Part VIII, Line 8b 71,240. |
| Part XI, Line 4b - Other Adjustments: | Tuition and fees 26,031,242. |
| Part XII, Line 2d - Other Adjustments: | Rent expense included on Part VIII, Line 6b 832,079. Fundraising expense included on Part VIII, Line 8b 71,240. |
| Part XII, Line 4b - Other Adjustments: | Tuition and fees 26,031,242. |
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 institution's racial nondiscriminatory policy is publicized through the institution's website. |
| Schedule E, Part I, Line 6 | Title IV federal funds as well as PELL Grants and Perkin's Loans are received for student tuition. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, | 0 | 0 | Program services | Education | $105,789 |
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | Program services | Education | $29,571 |
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, | 0 | 0 | Grants to Recipients | $112,184 |
| 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 | $247,544 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $247,544 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Financial aid | TypeOfAssistanceTxt |
| Region | Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, | RegionTxt |
| Recipient | 32 | RecipientCnt |
| Cash Grant | $112,184 | CashGrantAmt |
| Manner Of Cash Disbursement | Apply as payment to student bill | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Grants are awarded to foreign individuals attending educational programs in foreign countries. Grants are awarded based on compliance with eligibility requirements. Awarded grants are applied directly by the University to the student tuition billing. |
| Part I, line 3: | Expenditures are accounted for using the accrual basis of accounting. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gonser Gerber LLP | |||||||||||||
| 1776 Legacy Cir Suite 100 | Naperville | IL | 60563 | Capital Campaign | 0 | $0 | $100,782 | -$100,782 | |||||
| Ramona Munsell & Associates | |||||||||||||
| 5208 Village Pkwy 1 | Rogers | AR | 72758 | Capital Campaign | 0 | $0 | $16,120 | -$16,120 | |||||
| RESolutions TECH Inc | |||||||||||||
| Capital Campaign | 0 | $0 | $6,000 | -$6,000 | 120 Clarence St | Kingston | Ontario | CA | K7L 5J7 | ||||
| Wilson Bennett Technologys Inc | |||||||||||||
| 140 Professional Dr 2 | Cabot | AR | 72023 | Capital Campaign | 0 | $0 | $12,246 | -$12,246 | |||||
| Movad LLC | |||||||||||||
| 801 Bristol Pike | Bensalem | PA | 19020 | Capital Campaign | 0 | $0 | $29,772 | -$29,772 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $164,920 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$164,920 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf event | Event1Nm |
| Gross Receipts Event1 | $171,955 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $159,130 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,825 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $4,300 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $52,040 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,500 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,900 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $171,955 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $159,130 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,825 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $4,300 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $52,040 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,500 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,900 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $71,240 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$58,415 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2b, Column (iv) | FormAndLineReferenceDesc |
| Explanation | A professional fundraiser has been hired to consult on a capital campaign. However, the capital campaign has not yet begun so there are no contributions reported. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chestnut Hill College | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9601 Germantown Ave | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 231352626 | RecipientEIN |
| IRC Section | 501 (c)(3) | IRCSectionDesc |
| Cash Grant | $77,858 | CashGrantAmt |
| Purpose Of Grant | Pass through funds for Department of Education Title II Program | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and grants to students for educational programs at the University | GrantTypeTxt |
| Recipient | 2242 | RecipientCnt |
| Cash Grant | $25,849,059 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants are awarded to individuals based on compliance with eligibility requirements. Award grant and assistance amounts are applied by the University to the student tuition billing. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| 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 | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Duffett | ||||||||||||||
| President | $39,087 | $0 | $33,750 | $0 | $11,861 | $0 | $51,904 | $0 | $264,626 | $0 | $401,228 | $0 | $0 | $0 |
| Kenton Sparks | ||||||||||||||
| VP | $88,962 | $0 | $0 | $0 | $230 | $0 | $14,232 | $0 | $69,585 | $0 | $173,009 | $0 | $0 | $0 |
| Thomas Ridington | ||||||||||||||
| Senior VP | $164,391 | $0 | $0 | $0 | $5,005 | $0 | $13,697 | $0 | $22,067 | $0 | $205,160 | $0 | $0 | $0 |
| J Pernell Jones | ||||||||||||||
| VP - Finance & Operations | $134,487 | $0 | $0 | $0 | $21,940 | $0 | $11,280 | $0 | $22,275 | $0 | $189,982 | $0 | $0 | $0 |
| David Black | ||||||||||||||
| Former President | $90,154 | $0 | $0 | $0 | $609,947 | $0 | $7,420 | $0 | $11,461 | $0 | $718,982 | $0 | $71,299 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | The Provost received a minister's housing allowance which was not treated as taxable compensation. The President received a minister's housing allowance and parsonage allowance which is not treated as taxable compensation. The travel for companions is for the President's wife. The travel is for a bona fide business purpose and is not treated as taxable compensation. |
| Part I, Line 4b | The Former President received payment from a nonqualified retirement plan in the amount of $607,280. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Delaware County Authority | ||||||||
| A | 231973437 | 245913JB5 | 2006-10-26 | $15,802,394 | Construction | 0 | 0 | 0 |
| Delaware County Authority | ||||||||
| B | 231973437 | 245913KZ0 | 2012-06-29 | $21,511,845 | Refinancing of 1999/2010 bonds and construction | 0 | 0 | 0 |
| Delaware County Authority | ||||||||
| C | 231973437 | 2013-01-02 | $4,180,000 | Refinance of 2007 bonds | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,670,000 | $15,802,394 | $998,380 | $291,400 | $394,705 | $14,130,784 | 2008 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $1,820,000 | $21,511,845 | $2,022,618 | $399,018 | $2,661,400 | 2013 | Yes (1) | 0 | 0 | 0 | $15,611,356 | $838,600 | |
| C | $575,000 | $4,180,000 | $80,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $4,100,000 |
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 | 0.02540 | 0.02540 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Date Rebate Computation Performed | FormAndLineReferenceDesc |
| Explanation | Issuer Name: Delaware County Authority Date the Rebate Computation was Performed: 09/26/2011 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| P Mugridge | |||
| Family member W. Donald Gough, Board Member | $102,435 | Compensation | 0 |
| E Merriman | |||
| Family member Richardson T. Merriman, Board Member | $25,029 | Compensation | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $174,818 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 of contributors represents the number of contributions received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared by an independent CPA firm. Prior to filing the Form 990, the return is reviewed in detail by the Controller, VP Finance & Operations, Treasurer (Chair of the Finance and Property Committee), the Chair of the Audit Committee, and the Assistant Treasurer. The Form 990 is distributed in electronic form to the entire Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy is included in the employee handbook of the University, and it is monitored and enforced by departmental and/or divisional managers. Officers, trustees, and key employees are annually required to disclose interests that could give rise to conflicts. Should any potential conflicts of interest be disclosed, the trustee or officer would be asked to refrain from participation in any decision with regard to matters affected by the relationship. |
| Form 990, Part VI, Section B, line 15 | 15a - The compensation for the President is established by the Executive Compensation Committee of the Board of Trustees and the process was last completed during the tax year with the hiring of the new President. The Committee reviews market data as to compensation levels for comparable positions at similar organizations, and it maintains minutes of its meetings. 15b - The President determines compensation for all other officers using comparability data and the deliberation and decision are documented. |
| Form 990, Part VI, Section C, line 19 | The institution's governing documents, conflict of interest policy and financial statements are available upon request. |
| Form 990, Part VII, Section A and Sch J, Part II | Compensation reported in Part VII, column D and Schedule J, Part II, column B is the amount reported on the individual's W-2, box 1 or 5 (whichever amount is greater) per the IRS instructions. In the case of minister's compensation when box 5 of the W-2 is not applicable, box 1 compensation is used. Employee deferrals to qualified retirement plans are normally captured in box 5, not box 1 of Form W-2. For reporting purposes we have included the employee's retirement plan deferrals in Part VII, column F and Schedule J, Part II, column C. |
| Form 990, Part XII, Line 2c | The organization's Board assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Charitable Remainder Unitrust (1) | |||
| Charitable Remainder Unitrust | PA | T | 0 |
| Perpetual Trusts (1) | |||
| Perpetual Trust | PA | T | 0 |
| Perpetual Trusts (1) | |||
| Perpetual Trust | CT | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 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 |