LAFAYETTE COLLEGE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LAFAYETTE COLLEGE (EIN 24-0795686)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-26
- IRS object ID
- 201641179349300609
- 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 K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-26T12:20:43-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | 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 | 240795686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAFAYETTE COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFA | BusinessNameControlTxt |
| Phone | 6103305136 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 HIGH STREET 202 MARKLE HALL | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180421779 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BUTTZ | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 6103305136 | PhoneNum |
| Signature | 2016-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 2156433900 | 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 ALISON BYERLY PRESID | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 HIGH ST 316 MARKLE HALL | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180421779 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $564,289,196 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAFAYETTE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1826 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVISION OF EDUCATIONAL SERVICES AS AN ACCREDITED FOUR-YEAR UNDERGRADUATE COLLEGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 2451 | TotalEmployeeCnt |
| Total Volunteers | 2163 | TotalVolunteersCnt |
| Total Gross UBI | -$2,650,548 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,790,736 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,023,899 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,830,722 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $137,248,290 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $142,900,535 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,075,499 | PYInvestmentIncomeAmt |
| CY Investment Income | $94,779,249 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,486,239 | PYOtherRevenueAmt |
| CY Other Revenue | $2,236,602 | CYOtherRevenueAmt |
| PY Total Revenue | $192,833,927 | PYTotalRevenueAmt |
| CY Total Revenue | $265,747,108 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,631,895 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $40,701,327 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $79,432,840 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $82,046,645 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $211,405 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $373,273 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,245,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $67,303,920 | PYOtherExpensesAmt |
| CY Other Expenses | $69,345,102 | CYOtherExpensesAmt |
| PY Total Expenses | $185,580,060 | PYTotalExpensesAmt |
| CY Total Expenses | $192,466,347 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,253,867 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $73,280,761 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,206,509,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,194,375,377 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $313,880,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $313,412,510 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $892,629,426 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $880,962,867 | NetAssetsOrFundBalancesEOYAmt |
| Mission | IN AN ENVIRONMENT THAT FOSTERS THE FREE EXCHANGE OF IDEAS, LAFAYETTE COLLEGE SEEKS TO NURTURE THE INQUIRING MIND AND TO INTEGRATE INTELLECTUAL, SOCIAL, AND PERSONAL GROWTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $141,715,806 | ExpenseAmt |
| Grant | $40,701,327 | GrantAmt |
| Revenue | $115,996,320 | RevenueAmt |
| Desc | LAFAYETTE COLLEGE IS A LIBERAL ARTS COLLEGE OFFERING BACHELOR OF ARTS AND BACHELOR OF SCIENCE DEGREES IN FOUR DISCIPLINES IN HUMANITIES, ENGINEERING, NATURAL SCIENCES, AND SOCIAL SCIENCES. IN FALL 2014, THE 2,503 FULL-TIME STUDENTS CAME FROM 45 STATES AND 42 COUNTRIES. 46% OF LAFAYETTE STUDENTS RECEIVE FINANCIAL AID FROM THE COLLEGE. THE STUDENT-TO-FACULTY RATIO IS 10 TO 1. 216 OF THE 224 FULL-TIME FACULTY HOLD A DOCTORATE OR OTHER TERMINAL DEGREE. 615 STUDENTS WERE AWARDED AN UNDERGRADUATE DEGREE AND OVER 90% OF STUDENTS WHO ENROLL AT LAFAYETTE GRADUATE. 95% OF THE COLLEGE'S GRADUATES WERE EMPLOYED, IN GRADUATE SCHOOL, OR SECURED INTERNSHIPS WITHIN 6 MONTHS AFTER GRADUATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,894,120 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $26,904,215 | RevenueAmt |
| Desc | AS A RESIDENTIAL COLLEGE, LAFAYETTE STUDENTS COMPLIMENT THEIR ACADEMIC SCHOLARSHIP WITH MYRIAD OPPORTUNITIES TO CONNECT WITH ONE ANOTHER AND LEARN FROM THE LARGE WORLD REPRESENTED ON THE COLLEGE'S CAMPUS. AS PART OF THEIR EXPERIENCE AT A RESIDENTIAL COLLEGE, LAFAYETTE STUDENTS ARE DEEPLY ENGAGED ACADEMICALLY AND HAVE SIGNIFICANT OPPORTUNITIES TO ENGAGE IN A VAST OFFERING OF EXTRACURRICULAR AND CO-CURRICULAR POSSIBILITIES. LAFAYETTE COLLEGE OFFERS MORE THAN 250 STUDENT CLUBS AND ORGANIZATIONS, 23 NCAA DIVISION 1 ATHLETIC PROGRAMS, AND NUMEROUS EXPERIENCES IN THE FINE ARTS AND PERFORMING ARTS ALL OF WHICH ARE COMPLIMENTED BY A STRONG STUDENT LIFE PROGRAM THAT ENHANCES THE LAFAYETTE EXPERIENCE BEYOND THE CLASSROOM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $164,609,926 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3599 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2451 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BUTTZ | PersonNm |
| Phone | 6103303208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 HIGH ST 202 MARKLE HALL | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180421779 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD W AHART | |||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN D PRYOR | |||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| NANCY J KUENSTNER | |||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SAMUEL R CHAPIN | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH T COX | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES R FISHER | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALLEN R GRIFFITH | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEO A HELMERS | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| HAROLD N KAMINE | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA LEVY | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELISABETH H MACDONALD | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE MAGGIN | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANGEL L MENDEZ | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT E SELL | |||||||||
| EXECUTIVE COMMITTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARL G ANDERSON JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES R BIRLE JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LINDA ASSANTE CARRASCO | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN L FOX | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN A FRY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRENT D GLASS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL C HEANEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE M JENKINS | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDSON C LINVILLE | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DOUGLAS R MARVIN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL F MCCURDY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD E MOREL JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID M REIF | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JB REILLY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| S KENT ROCKWELL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID M ROTH | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALMA R SCOTT-BUCZAK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT E SELL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| J PETER SIMON | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SYLVIA DANIELS WEAVER | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALISON R BYERLY | |||||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $488,219 | $0 | $94,956 | |||
| JOSEPH S BOHRER | |||||||||
| CHIEF INVESTMENT OFFICER | 50.00 | Yes (X) | $174,984 | $0 | $20,865 | ||||
| ROGER A DEMARESKI | |||||||||
| VP OF FINANCE & ADMINISTRATION/TREASURER | 50.00 | Yes (X) | $55,110 | $0 | $1,726 | ||||
| ANNETTE DIORIO | |||||||||
| VP OF CAMPUS LIFE/SR. DIVERSITY OFFICER | 50.00 | Yes (X) | $188,660 | $0 | $28,060 | ||||
| MICHAEL D KISER | |||||||||
| VP OF MARKETING & COMMUNICATIONS | 50.00 | Yes (X) | $74,086 | $0 | $13,801 | ||||
| LESLIE F MUHLFELDER | |||||||||
| VP OF HUMAN RESOURCES/GENERAL COUNSEL | 50.00 | Yes (X) | $309,888 | $0 | $46,915 | ||||
| JAMES F KRIVOSKI | |||||||||
| EXEC ASST. TO PRESIDENT & ADMIN. SEC. | 50.00 | Yes (X) | $190,071 | $0 | $26,632 | ||||
| GREGORY V MACDONALD | |||||||||
| VP OF ENROLLMENT MANAGEMENT | 50.00 | Yes (X) | $219,737 | $0 | $39,378 | ||||
| JOHN L O'KEEFE | |||||||||
| VP & CHIEF INFORMATION OFFICER | 50.00 | Yes (X) | $189,412 | $0 | $38,871 | ||||
| KIMBERLY A SPANG | |||||||||
| VP OF DEVELOPMENT & COLLEGE RELATIONS | 50.00 | Yes (X) | $184,862 | $0 | $38,394 | ||||
| ROBERT L COHN | |||||||||
| INTERIM PROVOST | 50.00 | Yes (X) | $362,981 | $0 | $26,850 | ||||
| KARI A FAZIO | |||||||||
| INTERIM VP OF FINANCE & ADMINISTRATION/TREASURER | 50.00 | Yes (X) | $182,629 | $0 | $22,702 | ||||
| ROBERT J MASSA | |||||||||
| VP OF COMMUNICATIONS/DEPUTY VP FOR THE CAMPAIGN | 50.00 | Yes (X) | $215,736 | $0 | $28,273 | ||||
| STEPHEN A SCHAFER | |||||||||
| ASSOC. VP/CONTROLLER | 50.00 | $184,253 | $0 | $24,970 | Yes (X) | ||||
| WILLIAM M CRAIN | |||||||||
| SIMON PROFESSOR OF ECONOMICS | 45.00 | $211,888 | $0 | $41,643 | Yes (X) | ||||
| DAVID R JOHNSON | |||||||||
| PROFESSOR EMERITUS | 45.00 | $227,718 | $0 | $11,209 | Yes (X) | ||||
| JOHN KINCAID | |||||||||
| PROFESSOR/DIRECTOR OF MEYNER CENTER | 45.00 | $211,775 | $0 | $26,904 | Yes (X) | ||||
| BRUCE A MURPHY | |||||||||
| KIRBY PROFESSOR OF GOVERNMENT & LAW | 45.00 | $209,685 | $0 | $38,862 | Yes (X) | ||||
| FRANCIS B O'HANLON | |||||||||
| HEAD MEN'S BASKETBALL COACH | 45.00 | $219,061 | $0 | $131,034 | Yes (X) | ||||
| WENDY HILL | |||||||||
| PROVOST | 50.00 | $206,120 | $0 | $37,696 | Yes (X) | ||||
| MITCHELL L WEIN | |||||||||
| VP OF FINANCE & ADMINISTRATION/TREASURER | 50.00 | $318,817 | $0 | $27,687 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,625,692 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $767,428 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 124 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WHITING-TURNER CONTRACTING COMPANY | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | CONSTRUCTION | $12,946,346 |
| BON APPETIT MANAGEMENT COMPANY | |||||
| PO BOX 417632 | BOSTON | MA | 02241 | DINING SERVICES | $7,820,322 |
| MILLER MILLER & MCLACHLAN INC | |||||
| 1249 NEWPORT AVE | NORTHAMPTON | PA | 18067 | CONSTRUCTION | $2,393,857 |
| ONDRA-HUYETT ASSOCIATES INC | |||||
| 7584 MORRIS COURT 210 | ALLENTOWN | PA | 18106 | CONSTRUCTION | $1,039,423 |
| VISTACOM INC | |||||
| 1902 VULTEE STREET | ALLENTOWN | PA | 18103 | IT EQUIPMENT AND INSTALLATION | $957,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 98 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $23,075 | FundraisingAmt |
| Government Grants | $1,628,034 | GovernmentGrantsAmt |
| All Other Contributions | $24,179,613 | AllOtherContributionsAmt |
| Noncash Contributions | $5,283,561 | NoncashContributionsAmt |
| Total Contributions | $25,830,722 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $113,576,493 | $113,576,493 |
| AUXILIARY SERVICES | 611710 | $26,904,215 | $26,904,215 |
| ATHLETICS/SPORTS NETWORK | 611710 | $1,540,845 | $1,540,845 |
| SUMMER CAMP REVENUE | 611710 | $878,982 | $878,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $142,900,535 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,973,948 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,794,453 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,768,401 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $740,440 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $678,151 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $62,289 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,289 | TotalRevenueColumnAmt |
| Exclusion | $62,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $379,476,955 | SecuritiesAmt |
| Other | $55,385 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $295,727,039 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,749,916 | SecuritiesAmt |
| Other | $55,385 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,805,301 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,799 | UnrelatedBusinessRevenueAmt |
| Exclusion | $83,796,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $57,353 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $23,075 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $38,177 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,176 | TotalRevenueColumnAmt |
| Exclusion | $19,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,261,423 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,098,721 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,702 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $18,423 | UnrelatedBusinessRevenueAmt |
| Exclusion | $144,279 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES, FINES AND COST RECOVERY | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $592,731 | TotalRevenueColumnAmt |
| Exclusion | $592,731 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,399,704 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $116,683 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,283,021 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,992,435 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $265,747,108 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $142,900,535 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,650,548 | UnrelatedBusinessRevenueAmt |
| Exclusion | $99,666,399 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,947 | TotalAmt |
| Program Services | $79,947 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,490,085 | TotalAmt |
| Program Services | $40,490,085 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,295 | TotalAmt |
| Program Services | $131,295 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,105,150 | TotalAmt |
| Program Services | $410,680 | ProgramServicesAmt |
| Management And General | $2,466,178 | ManagementAndGeneralAmt |
| Fundraising | $228,292 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,271,511 | TotalAmt |
| Program Services | $47,931,654 | ProgramServicesAmt |
| Management And General | $7,062,132 | ManagementAndGeneralAmt |
| Fundraising | $2,277,725 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,128,051 | TotalAmt |
| Program Services | $4,082,400 | ProgramServicesAmt |
| Management And General | $839,470 | ManagementAndGeneralAmt |
| Fundraising | $206,181 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,201,406 | TotalAmt |
| Program Services | $9,689,613 | ProgramServicesAmt |
| Management And General | $2,016,518 | ManagementAndGeneralAmt |
| Fundraising | $495,275 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,340,527 | TotalAmt |
| Program Services | $3,455,458 | ProgramServicesAmt |
| Management And General | $710,551 | ManagementAndGeneralAmt |
| Fundraising | $174,518 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,437 | TotalAmt |
| Program Services | $3,018 | ProgramServicesAmt |
| Management And General | $498,993 | ManagementAndGeneralAmt |
| Fundraising | $9,426 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,817 | TotalAmt |
| Management And General | $217,817 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,273 | TotalAmt |
| Fundraising | $373,273 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,345,561 | TotalAmt |
| Management And General | $2,345,561 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,738,864 | TotalAmt |
| Program Services | $8,060,932 | ProgramServicesAmt |
| Management And General | $608,398 | ManagementAndGeneralAmt |
| Fundraising | $69,534 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,980 | TotalAmt |
| Program Services | $87,933 | ProgramServicesAmt |
| Management And General | $55,901 | ManagementAndGeneralAmt |
| Fundraising | $7,146 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,306,656 | TotalAmt |
| Program Services | $1,399,215 | ProgramServicesAmt |
| Management And General | $535,641 | ManagementAndGeneralAmt |
| Fundraising | $371,800 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,825 | TotalAmt |
| Program Services | $984,170 | ProgramServicesAmt |
| Management And General | $13,640 | ManagementAndGeneralAmt |
| Fundraising | $3,015 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,513,154 | TotalAmt |
| Program Services | $4,513,154 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,140,873 | TotalAmt |
| Program Services | $4,939,605 | ProgramServicesAmt |
| Management And General | $980,194 | ManagementAndGeneralAmt |
| Fundraising | $221,074 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,989,599 | TotalAmt |
| Program Services | $633,976 | ProgramServicesAmt |
| Management And General | $679,641 | ManagementAndGeneralAmt |
| Fundraising | $675,982 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,508,357 | TotalAmt |
| Program Services | $9,333,482 | ProgramServicesAmt |
| Management And General | $174,875 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,881,783 | TotalAmt |
| Program Services | $13,435,988 | ProgramServicesAmt |
| Management And General | $445,795 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,593 | TotalAmt |
| Program Services | $584,869 | ProgramServicesAmt |
| Management And General | $504,354 | ManagementAndGeneralAmt |
| Fundraising | $7,370 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AUXILIARY SERVICES | $6,555,577 | $6,555,577 | ||
| NON OFFICE SUPPLIES | $2,420,719 | $2,388,201 | $32,271 | $247 |
| ALLOCATION OF INDIRECT | $0 | -$1,273,554 | $1,273,554 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,966,307 | TotalAmt |
| Program Services | $6,692,228 | ProgramServicesAmt |
| Management And General | $1,149,937 | ManagementAndGeneralAmt |
| Fundraising | $124,142 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,466,347 | TotalAmt |
| Program Services | $164,609,926 | ProgramServicesAmt |
| Management And General | $22,611,421 | ManagementAndGeneralAmt |
| Fundraising | $5,245,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,354 | BOYAmt |
| EOY | $20,598 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,592,216 | BOYAmt |
| EOY | $53,071,283 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,144,447 | BOYAmt |
| EOY | $15,773,129 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,148,476 | BOYAmt |
| EOY | $1,405,084 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,421 | BOYAmt |
| EOY | $662,750 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,205,831 | BOYAmt |
| EOY | $3,716,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $482,816,468 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $206,412,231 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,437,306 | BOYAmt |
| EOY | $276,404,237 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,495,288 | BOYAmt |
| EOY | $335,716,411 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,240,818 | BOYAmt |
| EOY | $495,781,601 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,925,703 | BOYAmt |
| EOY | $3,825,297 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,642,807 | BOYAmt |
| EOY | $7,998,793 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,206,509,667 | BOYAmt |
| EOY | $1,194,375,377 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,015,121 | BOYAmt |
| EOY | $10,293,608 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,063,221 | BOYAmt |
| EOY | $2,119,784 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,553,526 | BOYAmt |
| EOY | $6,023,366 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,981,647 | BOYAmt |
| EOY | $194,546,558 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $501,472 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,051,548 | BOYAmt |
| EOY | $3,253,469 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,215,178 | BOYAmt |
| EOY | $96,674,253 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,880,241 | BOYAmt |
| EOY | $313,412,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,688,346 | BOYAmt |
| EOY | $262,739,574 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,277,068 | BOYAmt |
| EOY | $308,647,947 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,664,012 | BOYAmt |
| EOY | $309,575,346 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,629,426 | BOYAmt |
| EOY | $880,962,867 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,206,509,667 | BOYAmt |
| EOY | $1,194,375,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $73,280,761 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$84,900,057 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$47,263 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,250,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,317,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,448,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,023,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,830,722 | CurrentTaxYearAmt |
| Total | $140,871,258 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,250,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,317,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,448,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,023,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,830,722 | CurrentTaxYearAmt |
| Total | $140,871,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,046,261 | SubstantialContributorsTotAmt |
| Public Support Total170 | $126,824,997 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,937,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,031,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,841,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,754,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,508,841 | CurrentTaxYearAmt |
| Total | $68,073,309 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,019,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,182,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,400,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,153,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,875,752 | CurrentTaxYearAmt |
| Total | $6,631,441 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $215,576,008 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $667,425,155 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FEES FINES COST RECOVERY - 2010 AMOUNT: $ 551,694. 2011 AMOUNT: $ 604,657. 2012 AMOUNT: $ 504,615. 2013 AMOUNT: $ 461,093. 2014 AMOUNT: $ 592,731. STUDENT TELECOMMUNICATIONS - 2010 AMOUNT: $ 230,615. 2011 AMOUNT: $ 223,010. MISCELLANEOUS - 2010 AMOUNT: $ 237,064. 2011 AMOUNT: $ 354,988. 2012 AMOUNT: $ 895,969. 2013 AMOUNT: $ 691,984. 2014 AMOUNT: $ 1,283,021. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $46,350 | RevenuesIncludedAmt |
| Assets Included | $3,224,104 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $832,811,462 | BeginningYearBalanceAmt |
| Contributions | $2,547,962 | ContributionsAmt |
| Investment Earnings Or Losses | $9,573,228 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,142,699 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,383,005 | OtherExpendituresAmt |
| Administrative Expenses | $2,345,561 | AdministrativeExpensesAmt |
| End Year Balance | $809,061,387 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $749,031,061 | BeginningYearBalanceAmt |
| Contributions | $8,166,810 | ContributionsAmt |
| Investment Earnings Or Losses | $109,777,933 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,064,627 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,722,271 | OtherExpendituresAmt |
| Administrative Expenses | $2,377,444 | AdministrativeExpensesAmt |
| End Year Balance | $832,811,462 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $681,536,166 | BeginningYearBalanceAmt |
| Contributions | $12,952,840 | ContributionsAmt |
| Investment Earnings Or Losses | $86,688,907 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,912,692 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,709,903 | OtherExpendituresAmt |
| Administrative Expenses | $2,524,257 | AdministrativeExpensesAmt |
| End Year Balance | $749,031,061 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $688,870,101 | BeginningYearBalanceAmt |
| Contributions | $17,780,488 | ContributionsAmt |
| Investment Earnings Or Losses | $4,972,499 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,228,214 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,714,321 | OtherExpendituresAmt |
| Administrative Expenses | $2,144,387 | AdministrativeExpensesAmt |
| End Year Balance | $681,536,166 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $609,602,972 | BeginningYearBalanceAmt |
| Contributions | $12,832,458 | ContributionsAmt |
| Investment Earnings Or Losses | $96,467,560 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,952,953 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,300,252 | OtherExpendituresAmt |
| Administrative Expenses | $1,779,684 | AdministrativeExpensesAmt |
| End Year Balance | $688,870,101 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38270 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,298,854 | OtherCostOrOtherBasisAmt |
| Book Value | $4,298,854 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $346,299,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $138,171,614 | DepreciationAmt |
| Book Value | $208,128,107 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,548,165 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,104,675 | DepreciationAmt |
| Book Value | $28,443,490 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,052,851 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,135,942 | DepreciationAmt |
| Book Value | $13,916,909 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,616,877 | OtherCostOrOtherBasisAmt |
| Book Value | $21,616,877 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $276,404,237 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQ. INSTIT. MUTUAL FUNDS | $156,414,383 | F |
| EVENT DRIVEN/DISTRESSED | $42,547,916 | F |
| LONG/SHORT EQUITY | $52,007,107 | F |
| MULTI-STRAT./ABS. RETURN | $112,993,751 | F |
| OPPORTUNISTIC FIXED INC. | $29,234,672 | F |
| REAL ESTATE | $20,930,100 | F |
| PRIVATE EQUITY | $51,378,188 | F |
| FIXED INCOME INSTIT. MUTUAL FUNDS | $30,275,484 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $495,781,601 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED GIVING LIABILITY | $28,442,723 |
| POST RETIREMENT BENEFITS | $52,368,000 |
| COND. ASSET RETIREMENT OBLIGATION | $1,430,462 |
| INT. RATE HEDGE/SWAP AGREEMENTS | $14,433,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $96,674,253 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $140,896,053 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$84,900,057 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$40,420,486 | OtherRevenueAmt |
| Revenue Not Reported | -$125,320,543 | RevenueNotReportedAmt |
| Revenue Subtotal | $266,216,596 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,345,561 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,815,049 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$469,488 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $265,747,108 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $152,562,612 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,815,049 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,815,049 | ExpensesNotReportedAmt |
| Expenses Subtotal | $149,747,563 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,345,561 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $40,373,223 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $42,718,784 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $192,466,347 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE COLLEGE MAINTAINS AGENCY FUNDS FOR THE INVESTMENT CLUB, THE ALUMNI ASSOCIATION, AND PELL GRANTS. |
| PART V, LINE 4: | THE INTENT OF THE COLLEGE'S INVESTMENT GUIDELINES FOR ITS ENDOWMENT IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE COLLEGE'S PROGRAMS FROM THE ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE COLLEGE'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,300 ENDOWED FUNDS THAT ARE ESTABLISHED FOR A VARIETY OF PURPOSES. ENDOWMENT CONTRIBUTIONS INCLUDE GIFTS AS WELL AS TRANSFERS TO BOARD DESIGNATED FUNDS. EARNINGS ON ENDOWMENT FUNDS ARE DESIGNATED FOR SCHOLARSHIPS, PROFESSORSHIPS, CHAIRS, STUDENT LOANS, INSTRUCTIONAL PROGRAMS, LIBRARY PURCHASES, GENERAL OPERATIONS, AND OTHER DESIGNATED PURPOSES. |
| PART X, LINE 2: | THE COLLEGE'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON TECHNICAL MERITS. THE COLLEGE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND FELLOWSHIPS -40,373,223. CHANGE IN ANNUITIES PAYABLE ESTIMATE 103,438. CHANGE IN FV OF INTEREST RATE HEDGE/SWAP AGREEMENTS -40,701. CHANGE IN POST RETIREMENT BENEFIT COST -110,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING REVENUES TO EXTENT EXPENDED -38,177. RENTAL REVENUES TO EXTENT EXPENDED -678,151. COLLEGE STORE (COGS) REVENUES TO EXTENT EXPENDED -2,098,721. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING REVENUES TO EXTENT EXPENDED 38,177. RENTAL REVENUES TO EXTENT EXPENDED 678,151. COLLEGE STORE (COGS) REVENUE TO EXTENT EXPENDED 2,098,721. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS AND FELLOWSHIPS 40,373,223. |
| FORM 990, SCHEDULE D, PART III, LINE 4 | AMONG THE RESOURCES PROVIDED FOR STUDENTS IS A FINE, SMALL ART COLLECTION. THE COLLECTION INCLUDES EIGHTEENTH-THROUGH EARLY TWENTY-FIRST CENTURY AMERICAN AND EUROPEAN PAINTINGS, PRINTS, AND SCULPTURE; VINTAGE PHOTOGRAPHS; AND CONTEMPORARY AMERICAN SCULPTURE AND PAINTINGS. RECENT ACQUISITIONS BUILD ON THE STRENGTH OF THE EXISTING COLLECTIONS. THE MISSION STATEMENT FOR THE ART COLLECTIONS IS TO DOCUMENT, PRESERVE FOR FUTURE GENERATIONS, EXHIBIT, AND MAKE ACCESSIBLE THE COLLEGE'S ART COLLECTION TO THE STUDENTS, PUBLIC, AND SCHOLARS THROUGH EXHIBITIONS, PUBLICATIONS, REPRODUCTIONS, AND BY GRANTING ACCESS FOR RESEARCH PURPOSES. THE ADMINISTRATION OF THE ART COLLECTION COMPLIES WITH MUSEUM-FIELD WIDE STANDARDS OF CARE (SEE AMERICAN ALLIANCE OF MUSEUMS, AAM). STUDENTS HAVE CURATED EXHIBITIONS FROM THE COLLECTIONS; WHEN APPROPRIATE, ARTWORK IS LOANED TO OTHER INSTITUTIONS FOR EXHIBITIONS OF SCHOLARLY IMPORTANCE; IMAGES OF ARTWORK ARE READILY AVAILABLE FOR REPRODUCTIONS IN COMMERCIAL (EX: TEXT BOOKS) AND ACADEMIC-SCHOLARLY PUBLICATIONS. LAFAYETTE COLLEGE'S SPECIAL COLLECTIONS AND COLLEGE ARCHIVES THE LAFAYETTE COLLEGE'S SPECIAL COLLECTIONS AND COLLEGE ARCHIVES ARE HOME TO APPROXIMATELY 20,000 RARE BOOKS AND MORE THAN 2,000 CUBIC FEET OF MANUSCRIPTS AND ARCHIVES. THE HOLDINGS INCLUDE MANUSCRIPTS, RARE BOOK COLLECTIONS ON STEPHEN CRANE, ANGLING, MINIATURE BOOKS, AND ARTISTS' BOOKS; PAPERS OF FORMER TREASURY SECRETARY WILLIAM E. SIMON, NEW JERSEY GOVERNOR ROBERT E. MEYNER AND CONGRESSWOMAN HELEN MEYNER; THE EARLY RECORDS OF THE EASTON-BASED DIXIE CUP COMPANY AND THE PAPERS OF NOTED ILLUSTRATOR AND ARTIST HOWARD CHANDLER CHRISTY. THE COLLEGE ARCHIVES SERVES AS THE REPOSITORY FOR THE RECORDS OF LAFAYETTE COLLEGE, DATING BACK TO THE FOUNDING OF THE COLLEGE IN 1824-1826. IT IS CHARGED WITH RECORDS MANAGEMENT RESPONSIBILITIES FOR CURRENT COLLEGE RECORDS. THE ARCHIVES ALSO INCLUDE MORE THAN 50,000 PHOTOGRAPHS, AUDIO-VISUAL RECORDINGS, AND OBJECTS THAT DOCUMENT THE COLLEGE'S HISTORY. LAFAYETTE COLLEGE MINERAL COLLECTION THE DEPARTMENT OF GEOLOGY AND ENVIRONMENTAL GEOSCIENCE HOUSES THE COLLEGE'S MINERAL, GEM, AND FOSSIL COLLECTION THAT CONSISTS OF MORE THAN 10,000 SPECIMENS. THE COLLECTION WAS STARTED OVER A CENTURY AGO AND HAS GROWN THROUGH THE GIFT OF MANY PRIVATE COLLECTIONS. THE COLLECTION IS HOUSED IN VAN WICKLE HALL AND A LARGE NUMBER OF SPECIMENS ARE ON DISPLAY IN THE GEOLOGY MUSEUM IN THE CENTER OF VAN WICKLE HALL. THE COLLECTION IS MANAGED BY A PROFESSIONAL CURATOR WHO WORKS PART TIME TO CURATE THE COLLECTION AND CYCLE MINERALS FROM STORAGE THROUGH THE DISPLAY CASES. THE GROWTH AND MAINTENANCE OF THE COLLECTION IS PARTIALLY SUPPORTED BY AN ENDOWED FUND GIFTED BY JOHN POHL ALONG WITH THE DONATION OF HIS MINERAL COLLECTION IN 1952. THE COLLECTION HAS GROWN SIGNIFICANTLY DURING THE PAST 10 YEARS WITH DONATIONS TOTALING MORE THAN 1,000 SPECIMENS FROM SEVERAL DONORS. THE CENTERPIECE OF THE COLLECTION IS A TWO-TON PIECE OF ORBUCULAR GRANODIORITE QUARRIED IN WESTERN AUSTRALIA. THE GRANITOID FORMED IN A MAGMA CHAMBER 2.7 BILLION YEARS AGO AND THE ORBICULAR TEXTURE EARNED IT THE INFORMAL NAME OF THE LEOPARD ROCK. THE COLLECTION IS ENJOYED BY THE LAFAYETTE COMMUNITY, ELEMENTARY AND SECONDARY STUDENTS, YOUTH GROUPS, AND THE COMMUNITY AT LARGE. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE SUPPLEMENTAL PAGE |
| FORM 990, SCHEDULE E, PART I, LINE 3 | THE COLLEGE'S RACIAL NONDISCRIMINATORY POLICY IS PUBLICIZED WITHIN THE COLLEGE'S CATALOG WHICH CAN BE FOUND AT HTTP://CATALOG.LAFAYETTE.EDU/. IN ADDITION, THE COLLEGE HAS A SEPARATE DIVERSITY AND INCLUSIVENESS STATEMENT WHICH IS ALSO INCLUDED WITHIN THE COLLEGE'S CATALOG AT HTTP://CATALOG.LAFAYETTE.EDU/. |
| FORM 990, SCHEDULE E, PART I, LINE 6A | THE COLLEGE RECEIVES FINANCIAL AID AND ASSISTANCE FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES UNDER THEIR RESPECTIVE STUDENT FINANCIAL AID ASSISTANCE PROGRAMS. FEDERAL GRANT PROGRAMS INCLUDE PELL GRANTS, DIRECT LOAN PROGRAMS, WORK-STUDY, THE PERKINS LOAN PROGRAM, AND FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS. STATE PROGRAMS INCLUDE THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY. IN ADDITION, THE COLLEGE IS AWARDED RESEARCH GRANTS AND OTHER PROJECT GRANTS BY VARIOUS FEDERAL AND STATE AGENCIES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (26 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | INVESTMENTS | $158,260,825 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $57,049,553 | |
| SOUTH ASIA | 0 | 0 | INVESTMENTS | $30,481,556 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | MANAGEMENT AND GENERAL | $6,787 | INSTITUTIONAL SUPPORT |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | $7,760 | INSTRUCTION |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $410 | ACADEMIC SUPPORT |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $35,469 | INSTRUCTION |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $3,749 | STUDENT SERVICES |
| EUROPE | 0 | 0 | MANAGEMENT AND GENERAL | $432 | AUXILIARIES |
| EUROPE | 0 | 0 | MANAGEMENT AND GENERAL | $30,621 | INSTITUTIONAL SUPPORT |
| EUROPE | 0 | 0 | PROGRAM SERVICES | $21,377 | ACADEMIC SUPPORT |
| EUROPE | 0 | 0 | PROGRAM SERVICES | $830,626 | INSTRUCTION |
| EUROPE | 0 | 0 | PROGRAM SERVICES | $625 | STUDENT SERVICES |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | $603 | ACADEMIC SUPPORT |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | $5,824 | INSTRUCTION |
| NORTH AMERICA | 0 | 0 | MANAGEMENT AND GENERAL | $3,148 | AUXILIARIES |
| NORTH AMERICA | 0 | 0 | MANAGEMENT AND GENERAL | $4,500 | INSTITUTIONAL SUPPORT |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $2,994 | ACADEMIC SUPPORT |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $7,723 | INSTRUCTION |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $130,095 | RESEARCH |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $2,873 | STUDENT SERVICES |
| SOUTH ASIA | 0 | 0 | MANAGEMENT AND GENERAL | $1,000 | AUXILIARIES |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | $2,544 | INSTRUCTION |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $14,894 | INSTRUCTION |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $1,838 | INSTRUCTION |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | $1,403 | INSTRUCTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $245,846,109 | SubtotalSpentAmt |
| Continuation Spent | $1,063,120 | ContinuationSpentAmt |
| Total Spent | $246,909,229 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | PROMOTION OF HUMANITIES | PurposeOfGrantTxt |
| Cash Grant | $131,295 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE AMOUNTS REPORTED ON PART I ARE IDENTIFIED ON A REASONABLE EFFORTS BASIS WHERE SUCH ACTIVITIES WERE NOT TRACKED SEPARATELY UNDER THE COLLEGE'S ACCOUNTING PROCEDURES. THESE REASONABLE EFFORTS INCLUDE REVIEWS OF FINANCIAL RECORDS AND INTERVIEWS WITH COLLEGE PERSONNEL. THE COLLEGE EXPENDS FUNDS OUTSIDE OF THE UNITED STATES ON VARIOUS STUDY ABROAD PROGRAMS. STUDENTS ENROLLED IN STUDY ABROAD PROGRAMS PAY THEIR TUITION AND FEES DIRECTLY TO LAFAYETTE COLLEGE AND THE COLLEGE REMITS PAYMENTS TO THE OVERSEAS PROGRAM ON STUDENTS' BEHALF. |
| PART II, LINE 1 | THE COLLEGE RECEIVES A GRANT FROM THE NATIONAL ENDOWMENT FOR HUMANITIES, UNDER THE TERMS OF WHICH LAFAYETTE IS REQUIRED TO SUBMIT THE FUNDS TO THE UNIVERSITY OF TORONTO, A FOREIGN UNIVERSITY, FOR LABOR TO DIGITIZE UNIQUE DOCUMENTS. THE COLLEGE PERIODICALLY REVIEWS THE RESULTS OF THE GRANT AND ENSURES THAT EXPENDITURES ARE IN COMPLIANCE WITH THE INTENDED USE OF THE GRANT. |
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 (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| LINDER AND ASSOCIATES INC | ||||||||
| 2150 WISCONSIN AVENUE NW | WASHINGTON | DC | 20007 | CAMPAIGN CELEBRATION EVENT | 0 | $0 | $210,367 | $0 |
| CRESENDO INTERACTIVE INC | ||||||||
| 110 CAMINO RUIZ | CAMARILLO | CA | 93012 | GIFT LEGACY SERVICE & UPGRADE | 0 | $0 | $5,375 | $0 |
| STEEGE THOMSON COMMUNICATIONS | ||||||||
| 4606 SPRUCE STREET | PHILADELPHIA | PA | 19139 | CAMPAIGN MARKETING | 0 | $0 | $132,431 | $0 |
| WASHBURN & MCGOLDRICK | ||||||||
| 950 NEW LOUDON ROAD STE 210 | LATHAM | NY | 12110 | CAMPAIGN CONSULTING | 0 | $0 | $25,100 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $373,273 | TotalRetainedByContractorsAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MC GOLF | Event1Nm |
| Gross Receipts Event1 | $41,798 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,515 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,283 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,151 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $21,125 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,621 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,280 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,100 | OtherDirectExpensesEvent1Amt |
| Event2 | WOMEN'S LACROSSE BANQUET & AUCTION | Event2Nm |
| Gross Receipts Event2 | $38,630 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,560 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $37,070 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $7,900 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $80,428 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $23,075 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,353 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,151 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,125 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,521 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,280 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,100 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $38,177 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,176 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE G, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NONE - AS AN ACCREDITED AND LICENSED INSTITUTION OF HIGHER EDUCATION, THE COLLEGE BELIEVES IT IS GENERALLY EXEMPT FROM THE REGISTRATION PROVISIONS THAT REQUIRE ORGANIZATIONS SOLICITING FUNDS FOR CHARITABLE PURPOSES TO REGISTER. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| WEST VIRGINIA UNIVERSITY | ||||||||||
| PO BOX 6315 | MORGANTOWN | WV | 26506 | 556000842 | STATE OF WV | $28,121 | $0 | N/A | N/A | NSF GRANT SUBCONTRACT |
| VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY | ||||||||||
| 300 TURNER STREET NW SUITE 4200 | BLACKSBURG | VA | 24060 | 546001805 | STATE OF VA | $51,826 | $0 | N/A | N/A | USDA GRANT SUBCONTRACT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| INSTITUTIONAL SCHOLARSHIP AWARDS | 1123 | $0 | $40,373,223 | FMV | CREDIT TO STUDENT'S ACCOUNT |
| ACADEMIC PRIZES, AWARDS, AND FELLOWSHIPS | 144 | $116,862 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | LAFAYETTE COLLEGE MAINTAINS A POLICY DEFINING ITS PROCEDURES FOR MONITORING THE USE OF SPONSORED FUNDS BY SUB-RECIPIENTS WHO ARE PERFORMING A PORTION OF A SPONSORED PROJECT EXTERNALLY AWARDED TO LAFAYETTE. THIS POLICY PROVIDES GUIDANCE TO ENSURE THAT SUB-RECIPIENTS CONDUCT THEIR PORTION OF SPONSORED PROJECTS IN COMPLIANCE WITH THE LAWS, REGULATIONS, TERMS AND CONDITIONS OF AWARDS AND SUB AWARDS, AND THAT REIMBURSEMENT COST INCURRED BY SUB-RECIPIENTS ARE ALLOWED. |
| PART III, LINE 1 | THE COLLEGE CONSIDERS THE AWARDING OF FINANCIAL AID (PRIMARILY GRANTS, SCHOLARSHIPS, LOANS, AND WORK-STUDY) TO ITS STUDENTS, INCLUDING NON-RESIDENT ALIEN STUDENTS, TO BE A U.S. BASED ACTIVITY AS STUDENTS OF THE COLLEGE ARE DEEMED TO BE LIVING IN THE UNITED STATES THROUGHOUT THEIR COMPLETION OF THE COLLEGE'S ACADEMIC CURRICULUM AND SUPPORTING PROGRAMS. THE COLLEGE AWARDS SCHOLARSHIPS AND FELLOWSHIPS ON THE BASIS OF MERIT AND/OR FINANCIAL NEED. THE SELECTION CRITERIA ARE BASED ON THE CALCULATED EXPECTED FAMILY CONTRIBUTION, WHICH IS DERIVED BY USING COMPLEX FORMULAS INVOLVING FAMILIES' INCOME, ASSETS, AND HOUSEHOLD SIZES INCLUDING, AMONG OTHER FACTORS, DEPENDENTS IN COLLEGE. THE COLLEGE'S FINANCIAL AID OFFICE ADMINISTERS AND MONITORS THESE AWARDS TO HELP ENSURE THAT THESE FUNDS ARE AWARDED TO ELIGIBLE RECIPIENTS IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE, AND OTHER REQUIREMENTS, AS WELL AS RELEVANT INTERNAL COLLEGE POLICIES AND OPERATIONAL GUIDELINES. ACADEMIC PRIZES, AWARDS, FELLOWSHIP, AND INTERNSHIPS ARE AWARDED BASED ON A REVIEW BY THE APPLICABLE ACADEMIC DEPARTMENT. ALL AWARDED SCHOLARSHIPS ARE CREDITED TO THE STUDENT'S ACCOUNT AT THE COLLEGE AND ARE APPLIED TO BILLED CHARGES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALISON R BYERLY | ||||||||||||||
| PRESIDENT | $426,890 | $0 | $0 | $0 | $61,329 | $0 | $24,700 | $0 | $70,256 | $0 | $583,175 | $0 | $0 | $0 |
| JOSEPH S BOHRER | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $174,449 | $0 | $0 | $0 | $535 | $0 | $16,625 | $0 | $4,240 | $0 | $195,849 | $0 | $0 | $0 |
| ANNETTE DIORIO | ||||||||||||||
| VP OF CAMPUS LIFE/SR. DIVERSITY OFFI | $183,148 | $0 | $4,000 | $0 | $1,512 | $0 | $17,741 | $0 | $10,319 | $0 | $216,720 | $0 | $0 | $0 |
| LESLIE F MUHLFELDER | ||||||||||||||
| VP OF HUMAN RESOURCES/GENERAL COUNSE | $261,482 | $0 | $44,000 | $0 | $4,406 | $0 | $24,700 | $0 | $22,215 | $0 | $356,803 | $0 | $0 | $0 |
| JAMES F KRIVOSKI | ||||||||||||||
| EXEC ASST. TO PRESIDENT & ADMIN. SEC | $184,051 | $0 | $3,000 | $0 | $3,020 | $0 | $17,694 | $0 | $8,938 | $0 | $216,703 | $0 | $0 | $0 |
| GREGORY V MACDONALD | ||||||||||||||
| VP OF ENROLLMENT MANAGEMENT | $190,032 | $0 | $0 | $0 | $29,705 | $0 | $18,740 | $0 | $20,638 | $0 | $259,115 | $0 | $0 | $0 |
| JOHN L O'KEEFE | ||||||||||||||
| VP & CHIEF INFORMATION OFFICER | $185,265 | $0 | $3,000 | $0 | $1,147 | $0 | $18,288 | $0 | $20,583 | $0 | $228,283 | $0 | $0 | $0 |
| KIMBERLY A SPANG | ||||||||||||||
| VP OF DEVELOPMENT & COLLEGE RELATION | $180,971 | $0 | $2,000 | $0 | $1,891 | $0 | $17,864 | $0 | $20,530 | $0 | $223,256 | $0 | $0 | $0 |
| ROBERT L COHN | ||||||||||||||
| INTERIM PROVOST | $201,245 | $0 | $0 | $0 | $161,736 | $0 | $19,223 | $0 | $7,627 | $0 | $389,831 | $0 | $0 | $0 |
| KARI A FAZIO | ||||||||||||||
| INTERIM VP OF FINANCE & ADMINISTRATI | $150,389 | $0 | $6,000 | $0 | $26,240 | $0 | $16,190 | $0 | $6,512 | $0 | $205,331 | $0 | $0 | $0 |
| ROBERT J MASSA | ||||||||||||||
| VP OF COMMUNICATIONS/DEPUTY VP FOR T | $212,474 | $0 | $0 | $0 | $3,262 | $0 | $20,290 | $0 | $7,983 | $0 | $244,009 | $0 | $0 | $0 |
| STEPHEN A SCHAFER | ||||||||||||||
| ASSOC. VP/CONTROLLER | $163,020 | $0 | $20,000 | $0 | $1,233 | $0 | $15,734 | $0 | $9,236 | $0 | $209,223 | $0 | $0 | $0 |
| WILLIAM M CRAIN | ||||||||||||||
| SIMON PROFESSOR OF ECONOMICS | $196,165 | $0 | $0 | $0 | $15,723 | $0 | $19,684 | $0 | $21,959 | $0 | $253,531 | $0 | $0 | $0 |
| DAVID R JOHNSON | ||||||||||||||
| PROFESSOR EMERITUS | $62,176 | $0 | $0 | $0 | $165,542 | $0 | $6,095 | $0 | $5,114 | $0 | $238,927 | $0 | $0 | $0 |
| JOHN KINCAID | ||||||||||||||
| PROFESSOR/DIRECTOR OF MEYNER CENTER | $209,215 | $0 | $0 | $0 | $2,560 | $0 | $18,037 | $0 | $8,867 | $0 | $238,679 | $0 | $0 | $0 |
| BRUCE A MURPHY | ||||||||||||||
| KIRBY PROFESSOR OF GOVERNMENT & LAW | $207,424 | $0 | $0 | $0 | $2,261 | $0 | $20,254 | $0 | $18,608 | $0 | $248,547 | $0 | $0 | $0 |
| FRANCIS B O'HANLON | ||||||||||||||
| HEAD MEN'S BASKETBALL COACH | $213,346 | $0 | $0 | $0 | $5,715 | $0 | $20,954 | $0 | $110,080 | $0 | $350,095 | $0 | $0 | $0 |
| WENDY HILL | ||||||||||||||
| PROVOST | $136,303 | $0 | $40,000 | $0 | $29,817 | $0 | $15,838 | $0 | $21,858 | $0 | $243,816 | $0 | $0 | $0 |
| MITCHELL L WEIN | ||||||||||||||
| VP OF FINANCE & ADMINISTRATION/TREAS | $153,625 | $0 | $130,000 | $0 | $35,192 | $0 | $17,112 | $0 | $10,575 | $0 | $346,504 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS - IN ACCORDANCE WITH COLLEGE POLICY, IN LIMITED INSTANCES WITH DOCUMENTATION FOR THE BUSINESS PURPOSE FULFILLED BY THE COMPANION AND ANY REQUIRED PRIOR APPROVALS, THE COLLEGE WILL PAY FOR TRAVEL EXPENSES OF A COMPANION WHEN THE COMPANION TRAVEL IS 1] FOR A BONA FIDE BUSINESS PURPOSE, AND 2] IMPORTANT TO THE ACHIEVEMENT OF THE COLLEGE'S PURPOSES THAT REQUIRE THE TRAVEL OF THE EMPLOYEE AND COMPANION. TAX INDEMNIFICATION - DURING CALENDAR YEAR 2014, A $4,188 TAX EQUALIZATION PAYMENT WAS MADE TO ALISON BYERLY (PRESIDENT). THE PAYMENT IS IN ACCORDANCE WITH THE EMPLOYMENT CONTRACT AND/OR AUTHORIZATIONS FROM THE BOARD OF TRUSTEES AND ARE SPECIFIC TO THE PRESIDENT. HOUSING ALLOWANCE - AS PART OF AN EMPLOYMENT CONTRACT AND FOR THE CONVENIENCE OF THE COLLEGE, A COLLEGE-OWNED RESIDENCE WAS PROVIDED TO OFFICER ALISON BYERLY (PRESIDENT). THE HOUSING PROVIDED IS LOCATED ON COLLEGE PROPERTY AND IS IN CONJUNCTION WITH THE OFFICER'S DUTIES. THE ESTIMATED ANNUAL VALUE OF THE HOUSING PROVIDED IS INCLUDED AS A NONTAXABLE BENEFIT IN THIS RETURN IN THE AMOUNT OF $47,426 FOR PRESIDENT BYERLY. IT IS THE POLICY OF THE COLLEGE'S BOARD OF TRUSTEES THAT THE PRESIDENT RESIDE ON COLLEGE PROPERTY. THE PRESIDENT DETERMINES IF THE DUTIES OF OTHER OFFICERS REQUIRE THEM TO RESIDE ON COLLEGE PROPERTY. WENDY HILL, THE FORMER PROVOST, RECEIVED A NON-TAXABLE HOUSING BENEFIT IN THE AMOUNT OF $11,372. PERSONAL SERVICES - IN ACCORDANCE WITH THE POLICY OF THE COLLEGE'S BOARD OF TRUSTEES AND THE PRESIDENT'S EMPLOYMENT CONTRACT, THE PRESIDENT OF THE COLLEGE IS REQUIRED TO RESIDE ON COLLEGE PROPERTY. THE PRESIDENT'S HOUSE SERVES NOT ONLY AS A RESIDENCE, BUT ALSO AS A HOST LOCATION FOR MANY COLLEGE EVENTS AND THE COLLEGE PROVIDES STAFF TO MAINTAIN THE HOME. FOR CALENDAR YEAR 2014, A PORTION OF THE HOUSEKEEPER'S SALARY IN THE AMOUNT OF $5,725, WAS DETERMINED TO BE FOR PERSONAL SERVICES AND INCLUDED AS REPORTABLE COMPENSATION. SOCIAL CLUB - THE COLLEGE MAINTAINS A SOCIAL CLUB MEMBERSHIP IN THE NAME OF THE PRESIDENT THAT IS PRIMARILY USED FOR BUSINESS PURPOSES, INCLUDING FUNDRAISING AND DONOR RELATION ACTIVITIES. |
| PART I, LINE 3 | THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS DATA OBTAINED FROM ITS EXTERNAL COMPENSATION CONSULTANT ON PRESIDENTIAL SALARIES FROM COMPARABLE INSTITUTIONS AND UPDATES OR ADJUSTS THAT DATA THROUGH SURVEYS AND OTHER AVAILABLE RESOURCES. IN ADDITION, AN ANNUAL PERFORMANCE REVIEW IS CONDUCTED. |
| PART II | SPECIFIC TAXABLE COMPENSATION AND BENEFIT AGREEMENTS, IN ACCORDANCE WITH EMPLOYMENT CONTRACTS AND/OR AUTHORIZATIONS FROM THE BOARD OF TRUSTEES, ARE REPORTED IN THIS TAX RETURN FOR ALISON BYERLY (PRESIDENT) IN THE AMOUNT OF $23,352, MICHAEL KISER (VICE PRESIDENT OF MARKETING AND COMMUNICATIONS) IN THE AMOUNT OF $11,456, WILLIAM CRAIN (PROFESSOR) IN THE AMOUNT OF $11,036, AND GREGORY MACDONALD (VICE PRESIDENT OF ENROLLMENT MANAGEMENT) IN THE AMOUNT OF $26,290. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTHAMPTON CITY GPA (SERIES 2013 A) | ||||||||
| A | 233007498 | 66353LCF2 | 2013-11-26 | $35,146,792 | REFUND SERIES 98A, 98B, VAR. CAP. PROJECTS | 0 | 0 | 0 |
| NORTHAMPTON CITY GPA (SERIES 2010 A AND B) | ||||||||
| B | 233007498 | 66353LAY3 | 2010-04-30 | $26,689,800 | REFUND SERIES 10A, VAR. CAP. PROJECTS | 0 | 0 | 0 |
| NORTHAMPTON CITY GPA (SERIES 2008) | ||||||||
| C | 233007498 | 66353LAK3 | 2008-08-21 | $98,638,389 | REFUND SERIES 97, 04, 04 2ND, 97 CAP. NOTES | 0 | 0 | 0 |
| NORTHAMPTON CITY GPA (SERIES 2006) | ||||||||
| D | 233007498 | 66353LAG2 | 2006-09-14 | $15,100,000 | CONSTRUCT./RENOV. ATHLETIC FACILITIES | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr | RetiredRetiredAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capitalized InterestCapitalizedInterestAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $35,146,792 | $346,792 | $8,113,714 | $22,200,000 | $4,486,286 | 0 | Yes (1) | 0 | Yes (1) | ||||
| B | $26,690,421 | $4,400,421 | $22,290,000 | 0 | Yes (1) | Yes (1) | Yes (1) | 2013 | |||||
| C | $98,650,001 | $6,314,304 | $92,335,000 | 0 | Yes (1) | Yes (1) | Yes (1) | 2011 | $1,500,000 | $697 | |||
| D | $15,100,000 | $14,882,254 | 0 | 0 | Yes (1) | Yes (1) | 2007 | $4,100,000 | $10,709 | $207,037 |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | Yes (1) | 0.01000 | 0.01000 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: NORTHAMPTON CITY GPA (SERIES 2010 A AND B) DATE THE REBATE COMPUTATION WAS PERFORMED: 02/13/2015 ISSUER NAME: NORTHAMPTON CITY GPA (SERIES 2008) DATE THE REBATE COMPUTATION WAS PERFORMED: 06/25/2012 ISSUER NAME: NORTHAMPTON CITY GPA (SERIES 2006) DATE THE REBATE COMPUTATION WAS PERFORMED: 03/13/2015 ISSUER NAME: NORTHAMPTON CITY GPA (SERIES 2003) DATE THE REBATE COMPUTATION WAS PERFORMED: 03/16/2015 |
| FORM 990, SCHEDULE K, PART I, SUPPLEMENTAL INFORMATION: | NORTHAMPTON COUNTY GPA (SERIES 2010 A AND B) IS ONE INTEGRATED STRUCTURE AS REPORTED ON IRS FORM 8038. IT IS COMPRISED OF TWO SUB-COMPONENTS, SERIES 2010 A WHICH HAD PROCEEDS OF $22,289,379 FOR THE PURPOSE OF RETIRING THE SERIES 2000 BONDS WAS STRUCTURED AS VARIABLE RATE DEBT AND SERIES 2010B WHICH HAD PROCEEDS OF $4,400,421 FOR VARIOUS CAPITAL PROJECTS AND IMPROVEMENTS WAS STRUCTURED AS FIXED RATE DEBT. |
| SCHEDULE K, PART II, LINE 3: | THE DIFFERENCE FROM PART I(E) IS DUE TO INVESTMENT EARNINGS. |
| FORM 990, SCHEDULE K, PART III: | THE COLLEGE CONTRACTS WITH A FOR-PROFIT DINING SERVICE PROVIDER FOR THE MANAGEMENT OF THE DINING OPERATIONS ON CAMPUS. THE CURRENT CONTRACT IS STRUCTURED SUCH THAT THE PREPONDERANCE OF FEES IS BASED ON A PER CAPITA CHARGE. A SMALL PORTION OF THE PROCEEDS OF THE SERIES 2008 BONDS WERE USED TO RENOVATE ONE OF THE SEVEN DINING VENUES ON CAMPUS. GIVEN ITS NATURE, THE COLLEGE, WITH THE ADVICE OF COUNSEL, BELIEVES THE CONTRACT WITH THE FOR-PROFIT DINING SERVICE PROVIDER IS A QUALIFIED MANAGEMENT CONTRACT AND NOT SUBJECT TO PRIVATE USE. |
| FORM 990, SCH. K, PART IV, LINE 3, USE OF INTEREST RATE HEDGING CONTRACTS: | THE COLLEGE HAS THREE INTEREST RATE HEDGING CONTRACTS IN PLACE THAT WERE ENTERED INTO TO MITIGATE THE COLLEGE'S INTEREST RATE RISK INHERENT WITH VARIABLE RATE STRUCTURED DEBT. EACH OF THE HEDGING CONTRACTS REQUIRES THE COLLEGE TO PAY A FIXED RATE IN RETURN FOR A VARIABLE RATE THAT IS EXPECTED TO APPROXIMATE THE INTEREST RATE PAYABLE ON THE COLLEGE'S DEBT IN TYPICAL MARKETS. NONE OF THE INTEREST RATE HEDGING CONTRACTS ARE STRUCTURED AS "QUALIFIED" HEDGES ON THE RECORDS OF THE ISSUING AUTHORITY FOR ANY OF THE COLLEGE'S DEBT ISSUANCES, WHICH IS THE NORTHAMPTON COUNTY GENERAL PURPOSE AUTHORITY. AS SUCH, NONE OF THE INTEREST RATE HEDGES ARE INTEGRATED FOR TAX PURPOSES WITH A PARTICULAR DEBT ISSUANCE OF THE COLLEGE. |
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 | NORTHAMPTON CITY GPA (SERIES 2003) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 233007498 | BondIssuerEIN |
| CUSIP | 66353LAA5 | CUSIPNum |
| Bond Issued | 2003-04-02 | BondIssuedDt |
| Issue Price | $10,190,000 | IssuePriceAmt |
| Purpose | REFUND SERIES 93 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $10,190,000 | TotalProceedsAmt |
| Other Spent Proceeds | $10,190,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2003 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KRIVOSKI | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | VICE PRESIDENT | RelationshipDescriptionTxt |
| Transaction | $45,173 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | SPOUSE (DONNA KRIVOSKI) IS EMPLOYED BY THE COLLEGE AS THE DIRECTOR OF PARENT RELATIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Art Historical Treasures ArtHistoricalTreasuresGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $10,850 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 204 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,122,066 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH/LOW OF DAILY MV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 200 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16,315 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SOFTWARE | 1 | $60,900 | APPRAISAL |
| Yes (X) | EQUIPMENT | 64 | $36,452 | APPRAISAL |
| Yes (X) | GOODS/SERVICES | 8 | $12,110 | PAID RECEIPT |
| Yes (X) | AUCTIONS/EVENTS | 6 | $2,718 | APPRAISAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 5 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE COLLEGE REPORTS THE NUMBER OF ITEMS CONTRIBUTED ON PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | GOVERNANCE, MANAGEMENT, AND DISCLOSURE - GOVERNING BODY AND MANAGEMENT THE EXECUTIVE COMMITTEE OF THE BOARD CONSISTS OF THE CHAIR, VICE CHAIR, AND SECRETARY OF THE BOARD, THE CHAIRS OF THE STANDING COMMITTEES OF THE BOARD, THE PRESIDENT OF THE COLLEGE, AND THE IMMEDIATE PAST CHAIR OF THE BOARD FOR THE PERIOD OF ONE YEAR NEXT ENSUING THE TERMINATION OF HIS OR HER INCUMBENCY IN THAT OFFICE IN THE EVENT HE OR SHE CONTINUES TO SERVE DURING THAT PERIOD AS A MEMBER OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE TRANSACTS SUCH BUSINESS AS MAY BE COMMITTED TO IT BY THE BOARD, AND, WHEN THE BUSINESS OF THE COLLEGE REQUIRES, IT MAY ACT FOR THE BOARD IN ALL MATTERS NOT ESPECIALLY RESERVED, SUBJECT TO APPROVAL BY THE BOARD AT ITS FIRST MEETING THEREAFTER. THE COMMITTEE HAS THE FOLLOWING RESPONSIBILITIES: DEVELOPMENT OF A LONG-RANGE MASTER PLAN FOR THE COLLEGE SUBJECT TO PERIODIC REVIEW AND REVISION; CONSIDER AND RECOMMEND POLICIES FOR FINANCIAL LONG-RANGE PLANNING, BUDGETING, PRICING AND FEES; NOMINATE CANDIDATES FOR THE BOARD. COPIES OF THE MINUTES OF ITS TRANSACTIONS ARE CIRCULATED AMONG THE MEMBERS OF THE BOARD PRIOR TO THE NEXT ENSUING MEETING OF THE BOARD, AND, WHEN APPROVED, REPORTED AS TRANSACTIONS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | GOVERNANCE, MANAGEMENT, AND DISCLOSURE - GOVERNING BODY AND MANAGEMENT TRUSTEES FISHER AND KAMINE HAD A BUSINESS RELATIONSHIP IN FY 2014-15. TRUSTEES HELMER AND KUESTNER HAD A BUSINESS RELATIONSHIP IN FY 2014-15. TRUSTEE ARHART'S LAW FIRM PROVIDED LEGAL ADVICE TO VARIOUS TRUSTEES AT AN ARM'S LENGTH BASIS. |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNANCE, MANAGEMENT, AND DISCLOSURE - POLICIES PROCESS FOR THE REVIEW OF FORM 990 THE FORM 990 RETURN IS PREPARED BY THE COLLEGE'S ADMINISTRATION AND FORWARDED TO THE COLLEGE'S OUTSIDE TAX ADVISOR FOR REVIEW. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE RETURN. THE RETURN IS THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES WITH A REQUEST FOR REVIEW AND COMMENT. IF ANY QUESTIONS OR COMMENTS ARE RECEIVED FROM A BOARD MEMBER AND THE RETURN IS REVISED AS A RESULT, THE ADMINISTRATION ADVISES THE FULL BOARD OF THE CHANGE BEFORE FILING OF THE FINAL RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY FOR TRUSTEES, BOARD MEMBERS, OFFICERS, AND OTHER KEY EMPLOYEES OF LAFAYETTE COLLEGE WAS APPROVED BY THE COLLEGE'S BOARD OF TRUSTEES ON OCTOBER 27, 1979. THIS POLICY IS MAILED TO ALL APPLICABLE INDIVIDUALS ANNUALLY FOR THEIR REVIEW AND DISCLOSURE OF BOTH ANY EXCEPTIONS TO THE POLICY AND ANY AFFILIATIONS THAT THE POLICY REQUIRES DISCLOSURE FOR. ALL DISCLOSURE REQUIRED UNDER THIS POLICY MUST BE DIRECTED IN WRITING TO THE SECRETARY OF THE BOARD OF TRUSTEES WHO IS RESPONSIBLE FOR THE ADMINISTRATION OF THIS POLICY. MATTERS UNDER THIS POLICY CONCERNING TRUSTEES ARE INITIALLY REPORTED TO THE CHAIRPERSON OF THE BOARD AND THE COLLEGE'S GENERAL COUNSEL FOR ACTION. MATTERS CONCERNING STAFF ARE REFERRED INITIALLY TO THE COLLEGE'S GENERAL COUNSEL AND THEN TO THE PRESIDENT. INFORMATION DISCLOSED TO THE SECRETARY (OR CHAIRPERSON OR PRESIDENT) IS HELD IN CONFIDENCE EXCEPT WHEN THE BEST INTEREST OF THE INSTITUTION IS SERVED BY DISCLOSING THE INFORMATION TO THE BOARD IN EXECUTIVE SESSION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND OFFICERS OF THE ADMINISTRATION: THE COMPENSATION COMMITTEE ESTABLISHES THE PRESIDENT'S COMPENSATION. THE COMMITTEE REVIEWS DATA OBTAINED FROM ITS EXTERNAL COMPENSATION CONSULTANT ON PRESIDENTIAL SALARIES FROM COMPARABLE INSTITUTIONS AND UPDATES OR ADJUSTS THAT DATA THROUGH SURVEYS AND OTHER AVAILABLE RESOURCES. IN ADDITION, AN ANNUAL PERFORMANCE REVIEW IS CONDUCTED. THE PRESIDENT RECOMMENDS THE COMPENSATION FOR OFFICERS (VICE-PRESIDENTS). BASED ON A WRITTEN ANNUAL PERFORMANCE SUMMARY, EACH OFFICER'S COMPENSATION IS THEN ESTABLISHED BY THE COMPENSATION COMMITTEE WHICH REVIEWS DATA OBTAINED FROM ITS EXTERNAL COMPENSATION CONSULTANT ON SALARIES OF COMPARABLE OFFICERS FROM COMPARABLE INSTITUTIONS AND ADJUSTS THAT DATA THROUGH SURVEYS AND OTHER AVAILABLE RESOURCES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE COLLEGE'S PUBLIC WEBSITE. THE COLLEGE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. REQUESTS FOR COPIES OF FORMS 990 AND 990T ARE PROVIDED PROMPTLY UPON REQUEST. AFTER THE FILING OF THE FORM 990 RETURN, THE COLLEGE PROVIDES A COPY TO GUIDESTAR FOR PUBLICATION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ESTIMATE ANNUITIES PAYABLE 103,438. CHANGE IN FV OF HEDGE/SWAPS -40,701. CHANGE IN POSTRETIREMENT BENEFITS -110,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SCHAEFER BERTHA B UW | ||||||||||
| BNY MELLON PO BOX 185 | PITTSBURGH | PA | 15230 | 236293005 | PERPETUAL TRUST | PA | 501(C)(3) | PF | LAFAYETTE COLLEGE | Yes (1) |
| WOLFE DUMONT | ||||||||||
| 1 W 4TH ST 4TH FL | WINSTON SALEM | NC | 27101 | 236013820 | PERPETUAL TRUST | NC | 501(C)(3) | PF | LAFAYETTE COLLEGE | Yes (1) |
| ANNA P DENLINGER TRUST | ||||||||||
| 1 W 4TH ST 4TH FL | WINSTON SALEM | NC | 27101 | 226144493 | PERPETUAL TRUST | NC | 501(C)(3) | PF | LAFAYETTE COLLEGE | Yes (1) |
| CHARLES W BLAIR | ||||||||||
| 10 S DEARBORN | CHICAGO | IL | 60603 | 726130983 | PERPETUAL TRUST | IL | 501(C)(3) | PF | LAFAYETTE COLLEGE | Yes (1) |
| EDWARD BRINKER TR FBO CLAUDIA | ||||||||||
| BNY MELLON PO BOX 185 | PITTSBURGH | PA | 15230 | 256770250 | PERPETUAL TRUST | PA | 501(C)(3) | PF | LAFAYETTE COLLEGE | Yes (1) |
| J H & R H RUMBAUGH FOUNDATION | ||||||||||
| 1525 W HARRUS BLVD D1114-044 | CHARLOTTE | NC | 28262 | 596851866 | PERPETUAL TRUST | NC | 501(C)(3) | PF | LAFAYETTE COLLEGE | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (37) | ||||
| INVESTMENTS | PA | LAFAYETTE COLLEGE | T | Yes (1) |
| CHARITABLE REMAINDER ANNUITY TRUSTS (5) | ||||
| INVESTMENTS | PA | LAFAYETTE COLLEGE | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |