URSINUS COLLEGE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- URSINUS COLLEGE (EIN 23-1177930)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201621349349301257
- 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 | 2016-05-13T08:26:49-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 231177930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ursinus College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JONATHAN C IVEC | InCareOfNm |
| Business Name Control | URSI | BusinessNameControlTxt |
| Phone | 6104093000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 East Main Street | AddressLine1Txt |
| City | Collegeville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN C IVEC | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 6104093000 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrea Kyzyma | PreparerPersonNm |
| PTIN | P01273279 | PTIN |
| Phone | 2155614200 | 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 | Dr S Brock Blomberg | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 East Main Street | AddressLine1Txt |
| City | Collegeville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $144,844,709 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ursinus.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | The mission of Ursinus College is to enable students to become independent, responsible, and thoughtful individuals through a program of liberal education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 1495 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $74,970 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$22,932 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,224,508 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,102,297 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $86,798,496 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $93,830,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,132,571 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,710,125 | CYInvestmentIncomeAmt |
| PY Other Revenue | $700,725 | PYOtherRevenueAmt |
| CY Other Revenue | $800,779 | CYOtherRevenueAmt |
| PY Total Revenue | $115,856,300 | PYTotalRevenueAmt |
| CY Total Revenue | $114,443,448 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $37,242,839 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,309,804 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,350,449 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,090,106 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $92,510 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $25,994 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,611,911 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,904,101 | PYOtherExpensesAmt |
| CY Other Expenses | $32,214,603 | CYOtherExpensesAmt |
| PY Total Expenses | $97,589,899 | PYTotalExpensesAmt |
| CY Total Expenses | $104,640,507 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,266,401 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,802,941 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $302,674,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $303,467,484 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,891,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,333,697 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $241,783,201 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $243,133,787 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF URSINUS COLLEGE IS TO ENABLE STUDENTS TO BECOME INDEPENDENT, RESPONSIBLE, AND THOUGHTFUL INDIVIDUALS THROUGH A PROGRAM OF LIBERAL EDUCATION. THAT EDUCATION PREPARES THEM TO LIVE CREATIVELY AND USEFULLY, AND TO PROVIDE LEADERSHIP FOR THEIR SOCIETY IN AN INTERDEPENDENT WORLD. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $69,758,579 | ExpenseAmt |
| Grant | $42,309,804 | GrantAmt |
| Revenue | $75,427,581 | RevenueAmt |
| Desc | Academic Instruction: The College provides education leading to either Bachelor of Arts or Bachelor of Sciences degrees to full-time undergraduate students from various states and countries, most of who reside in campus residence halls. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,166,540 | ExpenseAmt |
| Revenue | $18,402,666 | RevenueAmt |
| Desc | STUDENT SERVICES, INCLUDING HOUSING, ROOM & BOARD, AND ATHLETICS: THE COLLEGE OFFERS LIVING ACCOMMODATIONS FOR MOST OF ITS STUDENTS IN EITHER TRADITIONAL RESIDENCE HALLS INTEGRATED INTO THE CAMPUS, OR IN RENOVATED HISTORIC HOMES IN THE COMMUNITY THAT BORDER THE CAMPUS. STUDENTS MAY CHOOSE FROM A VARIETY OF MEAL PLANS AND MAY CHOOSE TO TAKE THEIR MEALS IN THE MAIN DINING HALL, OR IN ZACK'S, THE CAMPUS GRILL AND SNACK BAR. URSINUS OFFERS OPPORTUNITIES TO ACHIEVE ATHLETIC AND PERSONAL GOALS THROUGH INTERCOLLEGIATE ATHLETICS, CLUB SPORTS AND INTRAMURAL PROGRAMS. OVER 85% OF URSINUS STUDENTS INTEGRATE SOME ASPECT OF THE ATHLETIC PROGRAM INTO THEIR LIVES AT THE COLLEGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $90,925,119 | 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 | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2380 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1495 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN C IVEC | PersonNm |
| Phone | 6104093591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 EAST MAIN STREET | AddressLine1Txt |
| City | Collegeville | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| John E F Corson | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Loughran Jr MD | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Wilbert Abele | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Piotrowicz | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Callahan | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kim O'Brien | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Sing MD | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Graham Mackenzie | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Aakash Shah | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan Novak Esq | |||||||||
| Board Chair, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Francis Correll Esq | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Henry Pfeiffer | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia A Fisher | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carol Haas | |||||||||
| Secretary, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Wonderling | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Beck | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Geoffrey Bloom | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Carter MD | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert L Brant Esq | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Dr Harold C Smith | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Desimone | |||||||||
| Vice Chair, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David E Bloom | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Hardy | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nina B Stryker Esq | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bradley S Brewster | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Lewis | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Opalack | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carl V Buck III Esq | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Catherine Geczik | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael C Marcon | |||||||||
| Treasurer, Board of Trustees | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patricia K Clark | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ellen J Staurowsky | |||||||||
| Voting Member, Board of Trust | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bobby Fong dec 9814 | |||||||||
| President of the College | 60.0 | 0.0 | $438,647 | $0 | $62,684 | Yes (X) | |||
| Lucien T Winegar III | |||||||||
| Interim Pres/VP Acad Affairs | 50.0 | 0.0 | $211,770 | $0 | $36,406 | Yes (X) | |||
| Jonathan C Ivec | |||||||||
| VP for Finance & Admin | 50.0 | 0.0 | $194,952 | $0 | $31,227 | Yes (X) | |||
| Jill A Marsteller | |||||||||
| VP for College Relations | 50.0 | 0.0 | $264,782 | $0 | $82,518 | Yes (X) | |||
| Richard Difeliciantonio | |||||||||
| VP for Enrollment | 50.0 | 0.0 | $172,561 | $0 | $24,703 | Yes (X) | |||
| Charles Stainback | |||||||||
| Berman Museum Director | 50.0 | 0.0 | $129,525 | $0 | $24,958 | Yes (X) | |||
| Peter F Small | |||||||||
| Professor of Biology | 50.0 | 0.0 | $125,144 | $0 | $12,120 | Yes (X) | |||
| Laura Moliken | |||||||||
| Athletic Director | 50.0 | 0.0 | $120,691 | $0 | $34,725 | Yes (X) | |||
| Jay K Miller | |||||||||
| Assoc Dean & Professor of MCS | 50.0 | 0.0 | $114,659 | $0 | $20,262 | Yes (X) | |||
| Mark P Gadson | |||||||||
| Exec Dir Planned Gifts | 50.0 | 0.0 | $114,199 | $0 | $10,439 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,886,930 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $340,042 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | 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 |
|---|---|---|---|---|---|
| Warfel Construction Company | |||||
| 1110 Enterprise Road | EAST PETERSBURG | PA | 17520 | Construction Contr | $543,018 |
| Manko Gold Katcher Fox LLP | |||||
| 401 City Avenue Suite 401 | BALA CWYNWYD | PA | 19004 | Environmt Attorney | $235,509 |
| Nevin Painting | |||||
| 1759 Swamp Creek Road | PENNSBURG | PA | 18073 | Painting | $203,320 |
| Grant Thornton LLP | |||||
| 33960 Treasury Center | CHICAGO | IL | 60694 | Accounting | $139,737 |
| Blackletter | |||||
| 2487 Summit Street | COLUMBUS | OH | 43202 | Design/Photography | $129,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $53,315 | FundraisingAmt |
| Government Grants | $1,029,788 | GovernmentGrantsAmt |
| All Other Contributions | $7,019,194 | AllOtherContributionsAmt |
| Noncash Contributions | $1,012,213 | NoncashContributionsAmt |
| Total Contributions | $8,102,297 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| ACADEMIC INSTRUCTION - TUITION AND FEES | $75,426,032 | $75,426,032 |
| ACADEMIC INSTRUCTION - AUXILIARY ENTERPRISES | $1,549 | $1,549 |
| STUDENT SERVICES - ROOM AND BOARD | $18,340,565 | $18,340,565 |
| STUDENT SERVICES - AUXILIARY ENTERPRISES | $62,101 | $62,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $93,830,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,621,271 | TotalRevenueColumnAmt |
| Exclusion | $3,621,271 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,178,566 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,089,712 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,088,854 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,088,854 | TotalRevenueColumnAmt |
| Exclusion | $8,088,854 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $268,228 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $53,315 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $311,549 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,321 | TotalRevenueColumnAmt |
| Exclusion | -$43,321 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 511130 | BusinessCd |
| Total Revenue Column | $844,100 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $769,130 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $74,970 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $844,100 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,443,448 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $94,599,377 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $74,970 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,666,804 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,309,804 | TotalAmt |
| Program Services | $42,309,804 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,745 | TotalAmt |
| Program Services | $235,089 | ProgramServicesAmt |
| Management And General | $631,863 | ManagementAndGeneralAmt |
| Fundraising | $339,793 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,565,782 | TotalAmt |
| Program Services | $17,934,589 | ProgramServicesAmt |
| Management And General | $2,482,146 | ManagementAndGeneralAmt |
| Fundraising | $1,149,047 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524,854 | TotalAmt |
| Program Services | $1,258,194 | ProgramServicesAmt |
| Management And General | $183,522 | ManagementAndGeneralAmt |
| Fundraising | $83,138 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,926,550 | TotalAmt |
| Program Services | $3,199,207 | ProgramServicesAmt |
| Management And General | $550,850 | ManagementAndGeneralAmt |
| Fundraising | $176,493 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,866,175 | TotalAmt |
| Program Services | $1,489,631 | ProgramServicesAmt |
| Management And General | $258,367 | ManagementAndGeneralAmt |
| Fundraising | $118,177 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,927 | TotalAmt |
| Management And General | $528,927 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,760 | TotalAmt |
| Management And General | $69,760 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,994 | TotalAmt |
| Fundraising | $25,994 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,336 | TotalAmt |
| Management And General | $485,336 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,157,512 | TotalAmt |
| Program Services | $1,502,107 | ProgramServicesAmt |
| Management And General | $545,982 | ManagementAndGeneralAmt |
| Fundraising | $109,423 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,663 | TotalAmt |
| Program Services | $10,735 | ProgramServicesAmt |
| Management And General | $2,928 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,284,614 | TotalAmt |
| Program Services | $1,559,555 | ProgramServicesAmt |
| Management And General | $509,349 | ManagementAndGeneralAmt |
| Fundraising | $215,710 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,653,589 | TotalAmt |
| Program Services | $1,430,232 | ProgramServicesAmt |
| Management And General | $223,357 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,783,994 | TotalAmt |
| Program Services | $7,832,346 | ProgramServicesAmt |
| Management And General | $907,955 | ManagementAndGeneralAmt |
| Fundraising | $43,693 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,404 | TotalAmt |
| Program Services | $903,813 | ProgramServicesAmt |
| Management And General | $132,583 | ManagementAndGeneralAmt |
| Fundraising | $68,008 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,526 | TotalAmt |
| Program Services | $103,672 | ProgramServicesAmt |
| Management And General | $55,182 | ManagementAndGeneralAmt |
| Fundraising | $13,672 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,679,657 | TotalAmt |
| Management And General | $1,679,657 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,986,456 | TotalAmt |
| Program Services | $3,655,318 | ProgramServicesAmt |
| Management And General | $331,138 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $811,021 | TotalAmt |
| Program Services | $404,678 | ProgramServicesAmt |
| Management And General | $341,147 | ManagementAndGeneralAmt |
| Fundraising | $65,196 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE | $4,855,332 | $4,579,396 | $115,413 | $160,523 |
| INSTRUCTION/CAMPUS PROGRAMS | $1,527,910 | $1,493,126 | $34,096 | $688 |
| EQUIPMENT/FURNITURE/FIXTURES | $522,659 | $278,676 | $242,213 | $1,770 |
| LIBRARY MATERIALS | $416,858 | $416,858 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,160,385 | TotalAmt |
| Program Services | $328,093 | ProgramServicesAmt |
| Management And General | $791,706 | ManagementAndGeneralAmt |
| Fundraising | $40,586 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,640,507 | TotalAmt |
| Program Services | $90,925,119 | ProgramServicesAmt |
| Management And General | $11,103,477 | ManagementAndGeneralAmt |
| Fundraising | $2,611,911 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,700 | BOYAmt |
| EOY | $211,747 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,903,105 | BOYAmt |
| EOY | $10,331,036 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,080,660 | BOYAmt |
| EOY | $1,942,466 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,815 | BOYAmt |
| EOY | $1,099,644 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,569,697 | BOYAmt |
| EOY | $1,679,323 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,022 | BOYAmt |
| EOY | $675,310 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $190,533,504 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,970,627 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,484,060 | BOYAmt |
| EOY | $121,562,877 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,956,518 | BOYAmt |
| EOY | $139,421,624 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,136,742 | BOYAmt |
| EOY | $25,768,046 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,624 | BOYAmt |
| EOY | $775,411 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,674,943 | BOYAmt |
| EOY | $303,467,484 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,932,729 | BOYAmt |
| EOY | $8,792,173 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,808 | BOYAmt |
| EOY | $586,878 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,569,414 | BOYAmt |
| EOY | $42,458,760 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,706,791 | BOYAmt |
| EOY | $8,495,886 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,891,742 | BOYAmt |
| EOY | $60,333,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,053,232 | BOYAmt |
| EOY | $125,091,837 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,455,822 | BOYAmt |
| EOY | $30,840,805 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,274,147 | BOYAmt |
| EOY | $87,201,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,783,201 | BOYAmt |
| EOY | $243,133,787 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,674,943 | BOYAmt |
| EOY | $303,467,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,802,941 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,051,320 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $598,965 | OtherChangesInNetAssetsAmt |
| 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 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 11.00 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $3,500 | RevenuesIncludedAmt |
| Assets Included | $6,667,869 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,317,114 | BeginningYearBalanceAmt |
| Contributions | $2,237,524 | ContributionsAmt |
| Investment Earnings Or Losses | $2,605,239 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,134,001 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,883,062 | OtherExpendituresAmt |
| Administrative Expenses | $461,468 | AdministrativeExpensesAmt |
| End Year Balance | $138,681,346 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,472,260 | BeginningYearBalanceAmt |
| Contributions | $2,060,667 | ContributionsAmt |
| Investment Earnings Or Losses | $20,726,273 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,120,376 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,409,290 | OtherExpendituresAmt |
| Administrative Expenses | $412,420 | AdministrativeExpensesAmt |
| End Year Balance | $139,317,114 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,901,792 | BeginningYearBalanceAmt |
| Contributions | $895,806 | ContributionsAmt |
| Investment Earnings Or Losses | $14,365,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,399,306 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,882,679 | OtherExpendituresAmt |
| Administrative Expenses | $408,885 | AdministrativeExpensesAmt |
| End Year Balance | $122,472,260 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,638,270 | BeginningYearBalanceAmt |
| Contributions | $979,032 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,017,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,062,287 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,244,920 | OtherExpendituresAmt |
| Administrative Expenses | $390,987 | AdministrativeExpensesAmt |
| End Year Balance | $113,901,792 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,251,070 | BeginningYearBalanceAmt |
| Contributions | $2,494,549 | ContributionsAmt |
| Investment Earnings Or Losses | $23,648,053 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,430,704 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,894,599 | OtherExpendituresAmt |
| Administrative Expenses | $430,099 | AdministrativeExpensesAmt |
| End Year Balance | $119,638,270 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $792,618 | OtherCostOrOtherBasisAmt |
| Book Value | $792,618 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,774,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,849,002 | DepreciationAmt |
| Book Value | $101,925,127 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,946,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,589,593 | DepreciationAmt |
| Book Value | $8,356,553 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,446,653 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,532,032 | DepreciationAmt |
| Book Value | $914,621 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,573,958 | OtherCostOrOtherBasisAmt |
| Book Value | $9,573,958 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $121,562,877 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (14 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOLDMAN SACH DIST FUND LP | $1,183,203 | F |
| KOCH TRUST: HARVARD MGMT | $1,000,883 | F |
| LIFE INSURANCE CASH VALUE | $801,578 | F |
| LINCOLN ANNUITY-DAVIS #2 | $417,530 | F |
| MS: GLENMEDE TR-BWOOD CHR | $193,650 | F |
| OAKTREE CAPITAL MGT DISTR FUND | $298,730 | F |
| UBP-SELECTINVEST ARBITRAGE FD | $245,274 | F |
| OTHER | $4,000 | F |
| HC TOTAL RETURN II OFFSHORE FD | $5,820,941 | F |
| HCC PE VIII OFFSHORE | $1,409,714 | F |
| HELD BY OTHERS: CLAMER | $10,622,525 | F |
| HELD BY OTHERS: PATTERSON | $522,941 | F |
| HC SPECIAL OPS OFFSHORE I | $2,399,155 | F |
| HC SPECIAL OPS OFFSHORE II | $847,923 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,768,047 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| STUDENT LOANS/GRANTS | $1,614,883 |
| ANNUITY REQUIREMENTS | $5,085,162 |
| ASSET RETIREMENT OBLIGATION | $1,795,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,495,886 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $63,900,664 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,051,320 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $910,514 | OtherRevenueAmt |
| Revenue Not Reported | -$8,140,806 | RevenueNotReportedAmt |
| Revenue Subtotal | $72,041,470 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $485,336 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $41,916,642 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $42,401,978 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $114,443,448 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,550,078 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $311,549 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $311,549 | ExpensesNotReportedAmt |
| Expenses Subtotal | $62,238,529 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $485,336 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $41,916,642 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $42,401,978 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $104,640,507 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| HOW THE ORGANIZATION REPORTS CONSERVATION EASEMENTS | SCHEDULE D, PART II, LINE 9 THE COLLEGE DOES NOT REPORT THE CONSERVATION EASEMENT IN ITS REVENUE AND EXPENSE STATEMENT, OR ITS BALANCE SHEET. DESCRIPTION OF ORGANIZATION'S COLLECTIONS Schedule D, Part III, Line 4 THE PERMANENT ART COLLECTION HOUSED IN THE PHILIP AND MURIEL BERMAN MUSEUM OF ART AT URSINUS COLLEGE PROVIDES A VALUABLE CULTURAL RESOURCE FOR THE CAMPUS COMMUNITY. THE MUSEUM, IN CONJUNCTION WITH THE ART DEPARTMENT, INTEGRATES THE RICH RESOURCES PROVIDED BY THE COLLECTION INTO ACADEMIC PROGRAMMING FOCUSING ON IMPORTANT TEXTS RELATED TO THE COLLECTIONS. |
| INTENDED USES OF ENDOWMENT FUNDS | Schedule D, Part V, Line 4 ENDOWMENT FUNDS PROVIDE RETURNS THAT ARE USED TO SUPPORT THE OPERATIONS OF THE COLLEGE. SPECIFICALLY, ENDOWMENTS ARE ESTABLISHED TO SUPPORT STUDENT SCHOLARSHIPS AND PRIZES, EDUCATIONAL PROGRAMS, SPECIFIC CAPITAL PURCHASES AND OTHER OPERATIONAL NEEDS. |
| LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) | Schedule D, Part X, Line 2 THE COLLEGE RECOGNIZES OR DERECOGNIZES A TAX POSITION BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COLLEGE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2015, THE COLLEGE'S TAX YEARS ENDED JUNE 30, 2012 THROUGH JUNE 30, 2014 FOR FEDERAL TAX JURISDICTION REMAIN OPEN TO EXAMINATION. |
| SUPPLEMENTAL DESCRIPTION - OTHER | Schedule D, Part XI, Line 2d FUNDRAISING EXPENSES 311,549 ACTUARIAL GAIN ON ANNUITY LIABILITY 598,965 ----------- 910,514 |
| SUPPLEMENTAL DESCRIPTION - OTHER | SCHEDULE D, PART XI, LINE 4B SCHOLARSHIPS 41,916,642 |
| SUPPLEMENTAL DESCRIPTION - OTHER | SCHEDULE D, PART XII, LINE 2D FUNDRAISING EXPENSES 311,549 |
| SUPPLEMENTAL DESCRIPTION - OTHER | SCHEDULE D, PART XII, LINE 4B SCHOLARSHIPS 41,916,642 |
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 |
|---|---|
| PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY | SCHEDULE E, PART I, LINE 3 THE COLLEGE'S NON-DISCRIMINATORY POLICY IS INCLUDED IN ALL PRINTED AND BROADCAST ADVERTISING, AS WELL AS IN THE COLLEGE CATALOG. IT IS ALSO POSTED IN VARIOUS LOCATIONS ON CAMPUS. |
| GOVERNMENT ASSISTANCE | SCHEDULE E, PART I, LINE 6A URSINUS COLLEGE RECEIVES FINANCIAL AID/ASSISTANCE FROM VARIOUS FEDERAL (U.S. DEPARTMENT OF EDUCATION) AND STATE (COMMONWEALTH OF PENNSYLVANIA) GOVERNMENTAL AGENCIES INCLUDING: PERKINS STUDENT LOAN PROGRAM; COLLEGE WORK STUDY PROGRAMS; AND THE PELL GRANT PROGRAM. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | STUDY ABROAD | $48,017 |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD | $111,906 |
| Central America and the Caribbean | Investments | $12,204,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $12,364,862 | SubtotalSpentAmt |
| Total Spent | $12,364,862 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| 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 (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pentera Inc | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8650 Commerce Park Pl | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Solicitatn | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $25,994 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $25,994 | TotalRetainedByContractorsAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Swim Lessons | Event1Nm |
| Gross Receipts Event1 | $43,332 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $43,332 | GrossRevenueEvent1Amt |
| Event2 | Ftball Tshirts | Event2Nm |
| Gross Receipts Event2 | $15,020 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $15,020 | GrossRevenueEvent2Amt |
| Other Events Total | 13 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $109,512 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $19,328 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $90,184 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $1,030 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $37,393 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $167,864 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $19,328 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $148,536 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $1,030 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,393 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,423 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $110,113 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Amount Paid to Fundraiser | FormAndLineReferenceDesc |
| Explanation | Schedule G, Part I, Col (V) The fees paid to Pentera Inc. include $25,994 in services. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| Financial Aid- Summer Programs | 130 | $98,970 | FMV | Housing | |
| Scholarships and Financial Aid | 1596 | $41,276,297 | FMV | Tuition, Fees, Room | |
| Stipends | 84 | $221,390 | |||
| Tuition and Fees to Foreign Students at UC | 42 | $713,147 | FMV | Std Acct Cr |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Procedure for monitoring use of grant funds inside U.S. | FormAndLineReferenceDesc |
| Explanation | Schedule I, Part I, Line 2 URSINUS COLLEGE PROVIDED GRANTS TOTALING $98,970 TO 130 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR CAMPUS HOUSING, PRIMARILY FOR SUMMER RESEARCH. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $41,276,297 TO 1,596 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR TUITION, FEES, ROOM AND BOARD FOR THE ACADEMIC YEAR 2014-15. THE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNTS AT URSINUS COLLEGE. URSINUS COLLEGE PROVIDED GRANTS TOTALING $221,390 TO 84 URSINUS COLLEGE STUDENTS IN GOOD ACADEMIC STANDING FOR STIPENDS WHILE ENGAGED IN SUMMER RESEARCH PROJECTS ON CAMPUS. THE STIPENDS ARE DISBURSED VIA PAYROLL TO THE INDIVIDUAL STUDENTS. URSINUS COLLEGE PROVIDED GRANTS TOTALING $713,147 TO 42 FOREIGN STUDENTS FOR TUITION, FEES, ROOM AND BOARD TO ATTEND URSINUS COLLEGE. FOREIGN STUDENTS ARE AWARDED GRANTS BASED ON MERIT AND NEED PRIOR TO ARRIVING AT URSINUS COLLEGE. THESE GRANTS ARE APPLIED DIRECTLY TO THE STUDENTS' ACCOUNT AT URSINUS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bobby Fong dec 9814 | ||||||||||||||
| President of the College | $270,002 | $0 | $0 | $0 | $168,645 | $0 | $38,200 | $0 | $24,484 | $0 | $501,331 | $0 | $0 | $0 |
| Lucien T Winegar III | ||||||||||||||
| Interim Pres/VP Acad Affairs | $211,770 | $0 | $0 | $0 | $0 | $0 | $15,461 | $0 | $20,945 | $0 | $248,176 | $0 | $0 | $0 |
| Jonathan C Ivec | ||||||||||||||
| VP for Finance & Admin | $194,952 | $0 | $0 | $0 | $0 | $0 | $14,140 | $0 | $17,087 | $0 | $226,179 | $0 | $0 | $0 |
| Jill A Marsteller | ||||||||||||||
| VP for College Relations | $255,932 | $0 | $0 | $0 | $8,850 | $0 | $17,675 | $0 | $64,843 | $0 | $347,300 | $0 | $0 | $0 |
| Richard Difeliciantonio | ||||||||||||||
| VP for Enrollment | $172,561 | $0 | $0 | $0 | $0 | $0 | $12,372 | $0 | $12,331 | $0 | $197,264 | $0 | $0 | $0 |
| Charles Stainback | ||||||||||||||
| Berman Museum Director | $129,525 | $0 | $0 | $0 | $0 | $0 | $9,392 | $0 | $15,566 | $0 | $154,483 | $0 | $0 | $0 |
| Laura Moliken | ||||||||||||||
| Athletic Director | $120,691 | $0 | $0 | $0 | $0 | $0 | $9,335 | $0 | $25,390 | $0 | $155,416 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE | FormAndLineReferenceDesc |
| Explanation | Schedule J, Part I, Line 1a HOUSING AND CLEANING SERVICES WERE PROVIDED TO THE COLLEGE PRESIDENT AS A CUSTOMARY BENEFIT PROVIDED BY INSTITUTIONS OF HIGHER LEARNING. NO PART OF THE HOUSING OR CLEANING WAS TREATED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES SCHEDULE J, PART I, LINE 1A THE COLLEGE PROVIDES PAYMENT OF THE PRESIDENT'S COUNTRY CLUB DUES. THE MEMBERSHIP IS USED EXCLUSIVELY FOR COLLEGE-RELATED PURPOSES, AND IS THEREFORE EXCLUDED FROM THE PRESIDENT'S FORM W-2 WAGES. PERSONAL SERVICES (E.G., MAID, CHAUFFER, CHEF) SCHEDULE J, PART I, LINE 1A CLEANING SERVICES FOR THE PRESIDENT'S HOUSE, AS MENTIONED IN LINE ii ABOVE WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT SCHEDULE J, PART I, LINE 1B THE COLLEGE IS CONSIDERING THE ADOPTION OF A POLICY REGARDING PAYMENT/REIMBURSEMENT OF EXPENSES. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B DR. FONG PARTICIPATED IN A DEFERRED COMPENSATION PLAN, WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN C. He was deceased as of 9/8/14 and payment was made to his estate in October 2014. | ExplanationTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| PHEFA | ||||||||
| A | 232243852 | 70917R6A8 | 2012-05-21 | $19,896,653 | ADVANCE REFINANCE OF BONDS | false | false | false |
| PHEFA | ||||||||
| B | 232243852 | 70917SEL3 | 2013-05-01 | $13,610,477 | CURRENT REFINANCE OF BONDS | false | false | false |
| PHEFA | ||||||||
| C | 232243852 | 70917SRK1 | 2015-04-15 | $12,107,667 | ADVANCE REFINANCE OF BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,160,000 | $0 | $19,896,653 | $1,369,050 | $0 | $20,029,220 | $356,268 | $0 | $0 | $0 | $0 | $0 | 2012 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $755,000 | $0 | $13,610,477 | $0 | $0 | $15,184,114 | $257,600 | $0 | $0 | $0 | $0 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $12,107,677 | $0 | $0 | $13,327,593 | $231,832 | $0 | $0 | $0 | $0 | $0 | 2015 | false | Yes (true) | Yes (true) | Yes (true) |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | Yes (true) |
| 0 | |||||||||
| B | false | false | Yes (true) | Yes (true) | false | false | false | 0 | Yes (true) |
| 0 | |||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| Blank per Instructions | |||
| TRUSTEE | $35,500 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| Blank per Instructions | |||
| INTERESTED PERSON | $23,195 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
| Blank per Instructions | |||
| SUBSTANTIAL CONTRIBUTOR | $69,500 | GRANTS & SCHOLARSHIPS | TUITION & FEES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART III | FormAndLineReferenceDesc |
| Explanation | Grants for tuition and fees are provided on the same criteria for all students based on academic achievement and financial need. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,042 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $674,326 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FVM @ DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $315,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Estimated value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $365 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 5 | $9,678 | ESTIMATED VALUE |
| Yes (X) | TICKETS | 8 | $1,247 | ESTIMATED VALUE |
| Yes (X) | GIFT CARDS | 28 | $575 | COST |
| Yes (X) | SPORTING GOODS | 8 | $612 | ESTIMATED VALUE |
| Yes (X) | Athletic Equipment | 2 | $4,868 | cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 35 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Third Party Assistance of Noncash Contributions | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, PART I, LINE 32A URSINUS COLLEGE MAINTAINS AN ACCOUNT WITH MORGAN STANLEY AND USED THIS ACCOUNT TO RECEIVE DONATIONS OF SECURITIES. MORGAN STANLEY SELLS STOCK AT THE REQUEST OF THE COLLEGE, AND FORWARDS NET CASH PROCEEDS TO THe COLLEGE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 REVIEW PROCESS | Form 990, Part VI, Line 11b The completed Form 990 is distributed and reviewed prior to filing at a specially-convened meeting of the audit committee of the Board of Directors. The completed Form 990 was made available to the full board in electronical format prior to filing. |
| CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT | FORM 990, PART VI, LINE 12C TRUSTEES OR OFFICERS COMPLETE A DISCLOSURE OF CONFLICT STATEMENT ANNUALLY. THOSE WHO HAVE A CONFLICT OF INTEREST ARE ASKED TO REFRAIN FROM PARTICIPATING IN CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSION, OR BE PRESENT AT THE TIME OF VOTE. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINE 15A AND 15B THE ASSOCIATE VICE PRESIDENT FOR FINANCE & CONTROLLER OF URSINUS COLLEGE CONDUCTS A STUDY EACH YEAR OF THE SALARIES AND BENEFITS FOR THE PRESIDENT, CHIEF ACADEMIC OFFICER, CHIEF BUSINESS OFFICER, CHIEF DEVELOPMENT OFFICER, CHIEF ENROLLMENT OFFICER, AND DEAN OF STUDENT LIFE. THE STUDY DOCUMENTS THE SALARIES AND BENEFITS OF THOSE IN SIMILAR POSITIONS IN THE OTHER CENTENNIAL CONFERENCE COLLEGES: BRYN MAWR, DICKINSON, FRANKLIN & MARSHALL, GETTYSBURG, HAVERFORD, MCDANIEL, MUHLENBERG, SWARTHMORE AND WASHINGTON. THE STUDY PRESENTS THE DATA AS BOTH TABLES AND GRAPHS. THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT OF THE COLLEGE AND REVIEWS AND APPROVES THE COMPENSATION RECOMMENDATIONS OF THE PRESIDENT FOR THE OTHER OFFICERS. THE STUDY PREPARED BY THE ASSOCIATE VICE PRESIDENT FOR FINANCE & CONTROLLER IS PROVIDED TO THE CHAIR OF THE BOARD AS SUPPORTING DOCUMENTATION FOR THE DISCUSSION OF COMPENSATION IN THE EXECUTIVE COMMITTEE MEETING. THE RESULTS OF THE DELIBERATION PROCESS WERE DOCUMENTED IN EMPLOYMENT LETTERS SENT TO EMPLOYEES. |
| HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 19 URSINUS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, and FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS AND FORMS 990 AND 990-T ARE ALSO AVAILABLE ON THE COLLEGE'S WEBSITE. |
| Other Changes in Net Assets | Part XI, Line 9 Actuarial Gain on Annuity Liability 598,965 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A & J B Charitable Remainder Unitrust | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 256741464 | CRUT | PA | Ursinus | Trust | $53,871 | 1.00000 | false |
| R & J B Irrevocable Unitrust | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 351866676 | CRUT | PA | Ursinus | Trust | $0 | 0.00000 | false |
| LBB Unitrust | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 237908029 | CRUT | PA | Ursinus | Trust | $558,849 | 1.00000 | false |
| FKB I Irrevocable Unitrust | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 237792047 | CRUT | PA | Ursinus | Trust | $278,924 | 1.00000 | false |
| FKB 2 Irrevocable Unitrust | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 237876947 | CRUT | PA | Ursinus | Trust | $122,207 | 1.00000 | false |
| NBC Charitable Remainder Unitrust 2003 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 061707189 | CRUT | PA | Ursinus | Trust | $99,702 | 1.00000 | false |
| TG & NBD Unitrust #1 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 046609384 | NIMCRUT | PA | Ursinus | Trust | $515,103 | 1.00000 | false |
| B & K H CRUT | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 237985311 | CRUT | PA | Ursinus | Trust | $96,309 | 1.00000 | false |
| TG & NBD Irrevocable Unitrust #2 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 351877131 | NIMCRUT | PA | Ursinus | Trust | $417,530 | 1.00000 | false |
| JRH III CRUT | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 206592857 | CRUT | PA | Ursinus | Trust | $194,825 | 1.00000 | false |
| DEP Irrevocable Unitrust | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 351843690 | NIMCRUT | PA | Ursinus | Trust | $342,229 | 1.00000 | false |
| DE & J P CRAT 2003 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 206150264 | CRAT | PA | Ursinus | Trust | $9,483 | 1.00000 | false |
| DE & J P CRAT 2004 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 202431466 | CRAT | PA | Ursinus | Trust | $9,617 | 1.00000 | false |
| D & J P CRAT 2005 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 203933584 | CRAT | PA | Ursinus | Trust | $9,811 | 1.00000 | false |
| D & J P CRAT 2006 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 205953832 | CRAT | PA | Ursinus | Trust | $8,730 | 1.00000 | false |
| D & J P CRAT 2007 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 266092894 | CRAT | PA | Ursinus | Trust | $9,534 | 1.00000 | false |
| D & J P CRAT 2008 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 266419431 | CRAT | PA | Ursinus | Trust | $9,742 | 1.00000 | false |
| D & J P CRAT 2009 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 276425823 | CRAT | PA | Ursinus | Trust | $11,480 | 1.00000 | false |
| D & J P CRAT 2010 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 276941685 | CRAT | PA | Ursinus | Trust | $10,111 | 1.00000 | false |
| R & S R CRUT | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 256681759 | CRUT | PA | Ursinus | Trust | $80,387 | 1.00000 | false |
| RT & KKS Irrevocable Trust | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 351924645 | CRUT | PA | Ursinus | Trust | $69,565 | 1.00000 | false |
| JS Fam Crut | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 207128566 | NICRUT | PA | Ursinus | Trust | $48,523 | 1.00000 | false |
| AGS CRUT 2004 | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 202431457 | CRUT | PA | Ursinus | Trust | $68,311 | 1.00000 | false |
| Ursinus College Pooled Income Fund | |||||||||||
| PO Box 1000 | Collegeville | PA | 194261000 | 236732370 | PIF | PA | Ursinus | Trust | $413,264 | 1.00000 | false |
| 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | 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 |