HOLY FAMILY UNIVERSITY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOLY FAMILY UNIVERSITY (EIN 23-1501197)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-15
- IRS object ID
- 201610469349301596
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T10:32:52-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Connell & Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Ste 1100 165 Township Line Road | AddressLine1Txt |
| City | Jenkintown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | 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 | 231501197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY FAMILY UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 2156377700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 Frankford Avenue | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SISTER MAUREEN MCGARRITY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2156377700 | PhoneNum |
| Signature | 2016-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE R O'CONNELL | PreparerPersonNm |
| Phone | 2158874425 | PhoneNum |
| Preparation | 2016-02-15 | PreparationDt |
| 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 | SISTER MAUREEN MCGARRITY CSFN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 Frankford Ave | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,672,549 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.holyfamily.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | See Note. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 1130 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,895,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,866,077 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,298,244 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,337,480 | CYProgramServiceRevenueAmt |
| PY Investment Income | $501,981 | PYInvestmentIncomeAmt |
| CY Investment Income | $429,133 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,705,366 | PYOtherRevenueAmt |
| CY Other Revenue | $3,594,625 | CYOtherRevenueAmt |
| PY Total Revenue | $60,400,674 | PYTotalRevenueAmt |
| CY Total Revenue | $56,227,315 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,866,462 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,245,537 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,436,626 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,505,699 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $485,205 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,985,001 | PYOtherExpensesAmt |
| CY Other Expenses | $16,141,560 | CYOtherExpensesAmt |
| PY Total Expenses | $58,288,089 | PYTotalExpensesAmt |
| CY Total Expenses | $55,892,796 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,112,585 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $334,519 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,681,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,603,496 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,447,694 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,885,777 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,233,916 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,717,719 | NetAssetsOrFundBalancesEOYAmt |
| Mission | See Note. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $46,737,855 | ExpenseAmt |
| Grant | $16,245,537 | GrantAmt |
| Revenue | $53,352,618 | RevenueAmt |
| Desc | HOLY FAMILY UNIVERSITY IS A FULLY ACCREDITED PRIVATE COED UNIVERSITY OFFERING LIBERAL ARTS AND PROFESSIONAL PROGRAMS THROUGH DOCTORATE, GRADUATE, UNDERGRADUATE, AND NON-DEGREE PROGRAMS. THE UNIVERSITY PROVIDES 38 DEGREE PROGRAMS. | Desc |
| Total Program Service Expenses | $46,737,855 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1130 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY KLEIN | PersonNm |
| Phone | 2156377700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 FRANKFORD AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19114 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DENNIS J COLGAN | ||||||
| CHAIR | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANTHONY J SZUSZCZEWICZ | ||||||
| VICE CHAIR | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SISTER ROSEMARIE GRIFFIN CSFN | ||||||
| SECRETARY | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RAY ANGELO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAMAL DUA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LUZ DUQUE-HAMMERSHAIMB MD | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE M GALLAGHER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARL F GREGORY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SISTER MARIE KIELANOWICZ CSFN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SISTER KATHLEEN MACIEJ CSFN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOMINIC MARANO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW G MCFILLIN CPA CFF | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE W NISE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SISTER MAUREEN MCGARRITY CSFN | ||||||
| PRESIDENT | 40.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE MARIE PETTIT | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| PATRICK T RYAN ESQ | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| WILLIAM STRECKER | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| ALBERT M TANTALA SR PE | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| ALBERT W TEGLER JR | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| SISTER MICHELE COLLINS CSFN | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| MATTHEW TOPLEY MS | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| CAROLYN PADOVANO RN PHD | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| SISTER CYNTHIA MEYER CSFN | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| MARY KEIRANS VASSALLO | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| SISTER SALLY MARIE KIEPURA CSFN | ||||||
| TRUSTEE | 2 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $772,570 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $62,852 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NSM Insurance Group | |||||
| 555 E North Ln 6060 | Conshohocken | PA | 19428 | Insurance | $334,155 |
| Drinker Biddle & Reath LLP | |||||
| One Logan Square Ste 2000 | Philadelphia | PA | 19103 | Legal | $107,470 |
| Fisher & Phillips LLP | |||||
| 150 N Radnor Chester Rd c300 | Wayne | PA | 19087 | Legal | $148,764 |
| Idea Hut | |||||
| 617 Stokes Rd 4 | Medford | NJ | 08055 | Marketing | $204,507 |
| Titan Outdoor LLC | |||||
| 121 South Broad Street Suite 1200 | Philadelphia | PA | 19107 | Marketing | $172,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $809,169 | GovernmentGrantsAmt |
| All Other Contributions | $1,056,908 | AllOtherContributionsAmt |
| Total Contributions | $1,866,077 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tuition & fees | Desc |
| Business | 990009 | BusinessCd |
| Total Revenue Column | $50,337,480 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,337,480 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $358,428 | TotalRevenueColumnAmt |
| Exclusion | $358,428 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $434,332 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $363,627 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $70,705 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,705 | TotalRevenueColumnAmt |
| Exclusion | $70,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $297,615 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $81,607 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $216,008 | TotalRevenueColumnAmt |
| Exclusion | $216,008 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Auxiliary Enterprises | 990009 | $3,015,138 | $3,015,138 | |
| General income | 990009 | $363,479 | $363,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,378,617 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,227,315 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,352,618 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,008,620 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,245,537 | TotalAmt |
| Program Services | $16,245,537 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,592 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $220,592 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,665,011 | TotalAmt |
| Program Services | $16,406,417 | ProgramServicesAmt |
| Management And General | $2,886,985 | ManagementAndGeneralAmt |
| Fundraising | $371,609 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,112 | TotalAmt |
| Program Services | $393,282 | ProgramServicesAmt |
| Management And General | $81,685 | ManagementAndGeneralAmt |
| Fundraising | $14,145 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,776,998 | TotalAmt |
| Program Services | $661,471 | ProgramServicesAmt |
| Management And General | $1,074,157 | ManagementAndGeneralAmt |
| Fundraising | $41,370 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,353,986 | TotalAmt |
| Program Services | $1,158,832 | ProgramServicesAmt |
| Management And General | $174,727 | ManagementAndGeneralAmt |
| Fundraising | $20,427 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,335 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $138,335 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $45,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,115 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $58,115 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,352 | TotalAmt |
| Program Services | $2,917 | ProgramServicesAmt |
| Management And General | $601,435 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $812,358 | TotalAmt |
| Program Services | $611,981 | ProgramServicesAmt |
| Management And General | $198,919 | ManagementAndGeneralAmt |
| Fundraising | $1,458 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,062 | TotalAmt |
| Program Services | $352,744 | ProgramServicesAmt |
| Management And General | $30,171 | ManagementAndGeneralAmt |
| Fundraising | $1,147 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,206,345 | TotalAmt |
| Program Services | $2,206,345 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,212,703 | TotalAmt |
| Program Services | $3,007,563 | ProgramServicesAmt |
| Management And General | $205,140 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,745 | TotalAmt |
| Program Services | $19,513 | ProgramServicesAmt |
| Management And General | $393,232 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contracted Services | $2,098,756 | $1,370,769 | $711,028 | $16,959 |
| Plant Contracted Services | $1,795,509 | $1,705,734 | $89,775 | $0 |
| Utilities | $1,068,072 | $976,801 | $91,271 | $0 |
| Printing and Publications | $552,628 | $361,998 | $180,236 | $10,394 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,752,580 | TotalAmt |
| Program Services | $1,255,951 | ProgramServicesAmt |
| Management And General | $1,488,933 | ManagementAndGeneralAmt |
| Fundraising | $7,696 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,892,796 | TotalAmt |
| Program Services | $46,737,855 | ProgramServicesAmt |
| Management And General | $8,669,736 | ManagementAndGeneralAmt |
| Fundraising | $485,205 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,536,353 | BOYAmt |
| EOY | $8,525,786 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,192,508 | BOYAmt |
| EOY | $878,659 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,009,884 | BOYAmt |
| EOY | $1,705,381 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,568 | BOYAmt |
| EOY | $373,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $116,870,639 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,153,415 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,953,210 | BOYAmt |
| EOY | $65,717,224 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,571,539 | BOYAmt |
| EOY | $19,165,177 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,888 | BOYAmt |
| EOY | $963,131 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,086,660 | BOYAmt |
| EOY | $2,274,435 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,681,610 | BOYAmt |
| EOY | $99,603,496 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,084,055 | BOYAmt |
| EOY | $3,019,978 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,540 | BOYAmt |
| EOY | $864,312 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,674,953 | BOYAmt |
| EOY | $36,224,975 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,806,375 | BOYAmt |
| EOY | $6,475,864 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,109,771 | BOYAmt |
| EOY | $2,300,648 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,447,694 | BOYAmt |
| EOY | $48,885,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,174,740 | BOYAmt |
| EOY | $44,616,416 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,004 | BOYAmt |
| EOY | $927,147 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,078,172 | BOYAmt |
| EOY | $5,174,156 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,233,916 | BOYAmt |
| EOY | $50,717,719 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,681,610 | BOYAmt |
| EOY | $99,603,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $334,519 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $149,284 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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 | $5,078,172 | BeginningYearBalanceAmt |
| Contributions | $40,557 | ContributionsAmt |
| Investment Earnings Or Losses | $122,588 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $67,161 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,174,156 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,242,289 | BeginningYearBalanceAmt |
| Contributions | $251,259 | ContributionsAmt |
| Investment Earnings Or Losses | $645,074 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $60,450 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,078,172 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,735,159 | BeginningYearBalanceAmt |
| Contributions | $296,139 | ContributionsAmt |
| Investment Earnings Or Losses | $266,898 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,907 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,242,289 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,577,333 | BeginningYearBalanceAmt |
| Contributions | $283,450 | ContributionsAmt |
| Investment Earnings Or Losses | -$92,857 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,767 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,735,159 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,004,546 | BeginningYearBalanceAmt |
| Contributions | $137,808 | ContributionsAmt |
| Investment Earnings Or Losses | $474,276 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,297 | GrantsOrScholarshipsAmt |
| End Year Balance | $3,577,333 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,713,858 | OtherCostOrOtherBasisAmt |
| Book Value | $3,713,858 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $93,525,675 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,473,721 | DepreciationAmt |
| Book Value | $59,051,954 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,631,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,679,694 | DepreciationAmt |
| Book Value | $2,951,412 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,717,224 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Deposits held in custody | $226,329 |
| Gift Annuity Liability | $81,453 |
| Refundable loan programs | $1,992,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,300,648 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,131,062 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $149,284 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$16,245,537 | OtherRevenueAmt |
| Revenue Not Reported | -$16,096,253 | RevenueNotReportedAmt |
| Revenue Subtotal | $56,227,315 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $56,227,315 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,647,259 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $39,647,259 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $16,245,537 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $16,245,537 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,892,796 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 2d | Financial aid of $16,245,537. |
| Pt XII, Line 4b | Financial aid of $16,245,537. |
| Pt X, Line 2 | The University is no longer subject to federal and state tax examinations for the years prior to 2012. |
| Pt V, Line 4 | The organization's endowment funds are used for student financial aid. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Line 3 | A STATEMENT ON THE UNIVERSITY'S NONDISCRIMATION POLICY IS INCLUDED IN THE UNIVERSITY'S PERIODIC NEWSPAPER ADVERTISEMENTS WHICH ARE PUBLISHED MORE THAN ONCE A YEAR. THEY ARE ALSO POSTED ON THE UNIVERSITY WEBSITE AND THE ELECTONIC BULLETIN BOARDS THROUGHOUT THE CAMPUS. N/A |
| Line 6b | THE ORGANIZATION'S RIGHT TO FINANCIAL AID OR ASSISTANCE FROM A GOVERMENTAL AGENCY HAS NEVER BEEN REVOKED OR SUSPENDED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Scholarship Ball | Event1Nm |
| Gross Receipts Event1 | $244,228 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $244,228 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $60,768 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Outing | Event2Nm |
| Gross Receipts Event2 | $53,387 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $53,387 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $20,839 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $297,615 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $297,615 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $81,607 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $81,607 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $216,008 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Financial Aid | GrantTypeTxt |
| Recipient | 1490 | RecipientCnt |
| Non Cash Assistance | $16,245,537 | NonCashAssistanceAmt |
| Valuation Method Used | Book | ValuationMethodUsedDesc |
| Non Cash Assistance | Student Financial Aid | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|
| MICHAEL MARKOWITZ | ||
| $160,284 | $14,377 | $174,661 |
| JAMES TRUSDELL | ||
| $211,930 | $8,662 | $220,592 |
| SHELLY ROBBINS | ||
| $138,959 | $13,471 | $152,430 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| A | 70917SHD8 | 2013-09-30 | $1,450,000 | REFINANCE | false | false | false |
| (no name) | |||||||
| B | |||||||
| (no name) | |||||||
| C | |||||||
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| D | 70917SHE6 | 2013-09-30 | $1,455,000 | REFINANCE | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $1,450,000 | $1,450,000 | $26,170 | $1,423,830 | false | false | Yes (true) | Yes (true) |
| D | $1,455,000 | $26,260 | $1,428,740 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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 | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) |
| D | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| A | 70917SHF3 | 2013-09-30 | $1,480,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| B | 70917SHG1 | 2013-09-30 | $1,510,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| C | 70917SHH9 | 2013-09-30 | $1,540,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| D | 70917SHJ5 | 2013-09-30 | $1,565,000 | REFINANCE | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,480,000 | $26,711 | $1,453,289 | false | false | Yes (true) | Yes (true) |
| B | $1,510,000 | $27,253 | $1,482,747 | false | false | Yes (true) | Yes (true) |
| C | $1,540,000 | $27,794 | $1,512,206 | false | false | Yes (true) | Yes (true) |
| D | $1,565,000 | $28,246 | $1,536,754 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | 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 | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | Yes (true) |
| D | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| A | 70917SHK2 | 2013-09-30 | $1,590,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| B | 70917SHL0 | 2013-09-30 | $1,615,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| C | 70917SHM8 | 2013-09-30 | $1,630,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| D | 70917SHN6 | 2013-09-30 | $1,665,000 | REFINANCE | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,590,000 | $28,697 | $1,561,303 | false | false | Yes (true) | Yes (true) |
| B | $1,615,000 | $29,148 | $1,585,852 | false | false | Yes (true) | Yes (true) |
| C | $1,630,000 | $29,419 | $1,600,581 | false | false | Yes (true) | Yes (true) |
| D | $1,665,000 | $30,050 | $1,634,950 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | 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 | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | Yes (true) |
| D | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| A | 70917SHT3 | 2013-09-30 | $1,680,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| B | 70917SHS5 | 2013-09-30 | $3,465,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| C | 70917SHP1 | 2013-09-30 | $3,630,000 | REFINANCE | false | false | false |
| PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | |||||||
| D | 70917SHQ9 | 2013-09-30 | $9,205,000 | REFINANCE | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $1,680,000 | $30,321 | $1,649,679 | false | false | Yes (true) | Yes (true) |
| B | $3,465,000 | $62,537 | $3,402,463 | false | false | Yes (true) | Yes (true) |
| C | $3,630,000 | $65,515 | $3,564,485 | false | false | Yes (true) | Yes (true) |
| D | $9,205,000 | $166,134 | $9,038,866 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | 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 | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | Yes (true) |
| D | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PA HIGHER EDUCATIONAL FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP | 70917SHR7 | CUSIPNum |
| Bond Issued | 2013-09-30 | BondIssuedDt |
| Issue Price | $4,195,000 | IssuePriceAmt |
| Purpose | REFINANCE | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $4,195,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $75,713 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $4,119,287 | OtherSpentProceedsAmt |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ALBERT CHADWICK | |||
| Children own | $540,146 | Construction & maintenance | false |
| ALBERT TANTALA SR | |||
| Partial owner | $13,635 | Engineering | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The University provides a copy of the 990, excluding Schedule B for confidentiality, to the full Board of Trustees prior to filing the return. |
| Pt VI, Line 12c | The Board of Trustees is required to annually disclose conflicts of interest. |
| Pt VI, Line 15a | The University retains Yaffe & Company to work in conjunction with the Executive Compensation Committee to determine the compensation of the Senior Administration. |
| Pt VI, Line 15b | Yaffe & Company provides an executive compensation survey which is inclusive of all compensation aspects. |
| Pt VI, Line 19 | Governing documents and tax forms are made available to the public upon request. |
| Pt XII, Line 2c | THe audit committee oversees the annual financial audit. The finance reports are reviewed by the audit and finance committees. |
| Pt VI, Line 2 | See Schedule L. |
| Pt VI, Line 6 | The sole member of the University shall be CSFN Mission & Ministry, Inc., a Pennsylvania nonprofit corporation. |
| Pt VI, Line 7a | The sole member has the power to approve the recommendation of the Board of Trustees to appoint or remove the Board of Trustees or any one or more of the trustees or the president of the University. |
| Pt VI, Line 7b | The governance and operations of the University shall be subject in all respects to the right of the sole member to exercise reserved powers. |
| Form 990, Part IX, Line 24f | BAD DEBT EXPENSE 600000. 0. 600000. 0. PROFESSIONAL SERVICES 597383. 200674. 396709. 0. ATHLETICS 168220. 168220. 0. 0. MEMBERSHIPS 321843. 264096. 56757. 990. REPAIRS 55229. 7103. 48126. 0. POSTAGE AND SHIPPING 200632. 183515. 10637. 6480. OTHER EXPENSES 472356. 406099. 66031. 226. TELEPHONE 87412. 26244. 61168. 0. BANK & CREDIT CARD FEES 217898. 0. 217898. 0. COLLECTION FEES 31607. 0. 31607. 0. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sisters of the Holy Family of Nazareth | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 North River Road | AddressLine1Txt |
| City | DesPlaines | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205728349 | EIN |
| Primary Activities | Sisters Services Land Lease | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)3 | ExemptCodeSectionTxt |
| Public Charity Status | 170(b)(1)(A)(i) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Sisters of the Holy Family of Nazareth | ||
| k | $60,000 | cost |
| Sisters of the Holy Family of Nazareth | ||
| m | $1,323,020 | cost |